Marshall Wace

Marshall Wace Portfolio holdings

AUM $91B
1-Year Est. Return 29.01%
This Quarter Est. Return
1 Year Est. Return
+29.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$60.4B
AUM Growth
+$8.03B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,708
New
Increased
Reduced
Closed

Top Buys

1
+$433M
2
+$402M
3
+$366M
4
PG icon
Procter & Gamble
PG
+$331M
5
KO icon
Coca-Cola
KO
+$299M

Top Sells

1
+$420M
2
+$371M
3
+$312M
4
KVUE icon
Kenvue
KVUE
+$293M
5
JPM icon
JPMorgan Chase
JPM
+$281M

Sector Composition

1 Technology 17.84%
2 Healthcare 14.38%
3 Consumer Discretionary 13.82%
4 Financials 8.3%
5 Communication Services 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$17.4M 0.03%
277,697
+243,421
477
$17.3M 0.03%
+287,178
478
$17.3M 0.03%
1,347,877
+62,546
479
$17.2M 0.03%
+376,591
480
$17.2M 0.03%
527,841
+480,241
481
$17.2M 0.03%
312,094
-367,243
482
$17.1M 0.03%
178,994
+75,973
483
$16.9M 0.03%
20,323
-57,240
484
$16.9M 0.03%
+501,500
485
$16.8M 0.03%
1,474,018
+1,244,673
486
$16.8M 0.03%
1,018,021
-65,594
487
$16.8M 0.03%
722,916
+154,893
488
$16.8M 0.03%
+1,922,584
489
$16.8M 0.03%
920,957
+638,441
490
$16.7M 0.03%
360,340
-137,244
491
$16.7M 0.03%
+1,834,459
492
$16.6M 0.03%
291,701
+249,042
493
$16.6M 0.03%
+951,062
494
$16.5M 0.03%
349,446
+335,220
495
$16.5M 0.03%
+349,124
496
$16.5M 0.03%
2,126,602
-1,445,866
497
$16.4M 0.03%
336,558
-671,689
498
$16.4M 0.03%
58,098
+31,310
499
$16.3M 0.02%
104,415
+36,516
500
$16.3M 0.02%
228,013
+206,363
18 19
20
21 22