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
$48.1B
AUM Growth
-$1.81B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,418
New
Increased
Reduced
Closed

Top Buys

1
+$554M
2
+$446M
3
+$435M
4
VZ icon
Verizon
VZ
+$308M
5
AVGO icon
Broadcom
AVGO
+$289M

Top Sells

1
+$560M
2
+$505M
3
+$470M
4
META icon
Meta Platforms (Facebook)
META
+$467M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$467M

Sector Composition

1 Financials 20.48%
2 Technology 17.93%
3 Healthcare 17.7%
4 Consumer Discretionary 12.3%
5 Industrials 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$13.8M 0.03%
1,410,829
602
$13.8M 0.03%
+89,756
603
$13.8M 0.03%
+116,207
604
$13.7M 0.03%
70,173
605
$13.7M 0.03%
64,078
+61,947
606
$13.7M 0.03%
1,401,600
607
$13.7M 0.03%
+263,907
608
$13.6M 0.03%
1,387,157
609
$13.6M 0.03%
1,378,941
610
$13.6M 0.03%
289,969
+111,691
611
$13.5M 0.03%
1,391,388
612
$13.5M 0.03%
1,374,795
613
$13.5M 0.03%
1,365,939
614
$13.5M 0.03%
1,368,541
+357,369
615
$13.5M 0.03%
154,988
+18,150
616
$13.5M 0.03%
1,339,619
617
$13.4M 0.03%
1,374,975
618
$13.4M 0.03%
+459,881
619
$13.4M 0.03%
1,370,746
620
$13.4M 0.03%
1,368,859
+214,827
621
$13.4M 0.03%
102,211
-887,027
622
$13.4M 0.03%
1,348,221
+1,229,608
623
$13.4M 0.03%
334,453
+331,054
624
$13.3M 0.03%
100,118
+70,313
625
$13.3M 0.03%
62,406
+39,891
23 24
25
26 27