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
501
$16.1M 0.02%
+712,603
502
$16.1M 0.02%
341,159
-97,169
503
$16.1M 0.02%
2,381,978
-4,019,337
504
$16M 0.02%
723,303
+384,697
505
$15.9M 0.02%
+282,349
506
$15.7M 0.02%
255,872
+227,154
507
$15.7M 0.02%
94,589
-77,374
508
$15.5M 0.02%
183,386
+53,167
509
$15.4M 0.02%
93,649
-57,485
510
$15.4M 0.02%
2,853,286
+2,753,979
511
$15.4M 0.02%
429,196
+401,918
512
$15.4M 0.02%
+485,692
513
$15.3M 0.02%
+3,905,967
514
$15.3M 0.02%
166,581
+30,929
515
$15.2M 0.02%
710,278
-13,642,558
516
$15.2M 0.02%
+493,200
517
$15.1M 0.02%
80,131
+78,658
518
$15M 0.02%
179,453
+118,403
519
$15M 0.02%
273,010
+268,533
520
$15M 0.02%
1,126,336
+1,055,621
521
$15M 0.02%
+7,676,973
522
$14.9M 0.02%
+152,450
523
$14.8M 0.02%
85,206
+22,448
524
$14.8M 0.02%
144,440
-139,428
525
$14.7M 0.02%
589,440
+477,567
19 20
21
22 23