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
526
$14.6M 0.02%
2,136,956
+20,663
527
$14.6M 0.02%
488,878
-5,510
528
$14.5M 0.02%
+56,131
529
$14.5M 0.02%
+639,621
530
$14.5M 0.02%
1,040,419
-13,600
531
$14.5M 0.02%
88,657
+85,857
532
$14.4M 0.02%
256,324
-167,913
533
$14.4M 0.02%
364,380
+140,527
534
$14.2M 0.02%
1,920,133
-934,716
535
$14.2M 0.02%
+217,951
536
$14.1M 0.02%
178,435
-78,829
537
$14.1M 0.02%
1,290,756
+828,534
538
$14M 0.02%
91,089
-207,148
539
$14M 0.02%
387,919
+191,291
540
$13.9M 0.02%
+160,505
541
$13.9M 0.02%
251,712
+189,260
542
$13.8M 0.02%
185,630
-173,187
543
$13.8M 0.02%
211,590
+200,161
544
$13.8M 0.02%
193,741
+98,095
545
$13.7M 0.02%
1,235,143
+336,286
546
$13.7M 0.02%
419,581
+192,957
547
$13.6M 0.02%
258,349
+105,381
548
$13.6M 0.02%
+800,000
549
$13.5M 0.02%
23,354
+10,283
550
$13.5M 0.02%
2,706,156
+338,113
20 21
22
23 24