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
551
$13.4M 0.02%
235,172
+118,237
552
$13.3M 0.02%
+492,392
553
$13.3M 0.02%
63,200
-314,776
554
$13.3M 0.02%
344,722
-209,915
555
$13.3M 0.02%
827,637
+751,521
556
$13.2M 0.02%
90,207
-98,846
557
$13.1M 0.02%
680,999
+328,972
558
$13.1M 0.02%
+67,230
559
$13M 0.02%
708,625
+698,560
560
$13M 0.02%
134,541
+69,700
561
$13M 0.02%
49,913
-38,087
562
$13M 0.02%
530,142
+3,638
563
$13M 0.02%
551,049
+470,049
564
$12.9M 0.02%
+521,551
565
$12.9M 0.02%
551,738
+211,173
566
$12.9M 0.02%
7,862
-4,013
567
$12.8M 0.02%
206,133
+135,225
568
$12.8M 0.02%
+169,688
569
$12.8M 0.02%
+182,490
570
$12.7M 0.02%
131,247
-301,075
571
$12.7M 0.02%
1,199,998
572
$12.7M 0.02%
494,749
+46,523
573
$12.5M 0.02%
269,569
+6,403
574
$12.5M 0.02%
+362,606
575
$12.4M 0.02%
214,035
+29,055
21 22
23
24 25