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
651
$9.46M 0.01%
+38,755
652
$9.46M 0.01%
1,430,667
-569,076
653
$9.4M 0.01%
+43,035
654
$9.39M 0.01%
566,227
-646,986
655
$9.37M 0.01%
+187,988
656
$9.36M 0.01%
288,048
+12,494
657
$9.24M 0.01%
82,868
+80,281
658
$9.24M 0.01%
+55,400
659
$9.23M 0.01%
335,408
-555,090
660
$9.17M 0.01%
658,481
+647,481
661
$9.13M 0.01%
174,810
+16,299
662
$9.11M 0.01%
283,751
+247,151
663
$9.03M 0.01%
+65,600
664
$9M 0.01%
+67,152
665
$8.99M 0.01%
584,012
+535,912
666
$8.85M 0.01%
+147,947
667
$8.82M 0.01%
207,938
+186,394
668
$8.82M 0.01%
99,157
+53,124
669
$8.81M 0.01%
103,495
-604,779
670
$8.77M 0.01%
344,049
+155,580
671
$8.74M 0.01%
468,532
+350,391
672
$8.74M 0.01%
173,668
-465,923
673
$8.72M 0.01%
216,855
+195,766
674
$8.71M 0.01%
731,815
+494,286
675
$8.7M 0.01%
+869,985
25 26
27
28 29