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
626
$10.5M 0.02%
+348,584
627
$10.5M 0.02%
759,860
+407,418
628
$10.4M 0.02%
+311,634
629
$10.4M 0.02%
57,043
+10,195
630
$10.4M 0.02%
+783,300
631
$10.4M 0.02%
63,500
-42,051
632
$10.3M 0.02%
129,736
-445,273
633
$10.3M 0.02%
51,571
-13,579
634
$10.2M 0.02%
790,852
-112,017
635
$10.2M 0.02%
179,082
+71,785
636
$10.1M 0.02%
+426,283
637
$10.1M 0.02%
809,546
+154,133
638
$10.1M 0.02%
171,873
-59,003
639
$10.1M 0.02%
1,299,300
+1,127,506
640
$10.1M 0.02%
337,900
+148,000
641
$9.91M 0.02%
104,742
-108,294
642
$9.9M 0.02%
984,612
+235,367
643
$9.85M 0.02%
433,066
-4,041,698
644
$9.75M 0.01%
+874,011
645
$9.71M 0.01%
99,890
+95,390
646
$9.66M 0.01%
+522,413
647
$9.66M 0.01%
+62,644
648
$9.64M 0.01%
106,345
-145,937
649
$9.56M 0.01%
167,294
-117,134
650
$9.55M 0.01%
158,419
+122,094
24 25
26
27 28