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
676
$8.69M 0.01%
82,799
+80,087
677
$8.68M 0.01%
224,677
-138,529
678
$8.67M 0.01%
1,947,613
+1,573,991
679
$8.61M 0.01%
225,561
-167,029
680
$8.6M 0.01%
+136,878
681
$8.57M 0.01%
104,992
-329,723
682
$8.54M 0.01%
105,192
-75,317
683
$8.54M 0.01%
226,668
+5,716
684
$8.49M 0.01%
236,532
+152,432
685
$8.47M 0.01%
521,107
-460,422
686
$8.45M 0.01%
1,486,823
+1,252,881
687
$8.43M 0.01%
+256,184
688
$8.43M 0.01%
116,224
+24,474
689
$8.35M 0.01%
172,188
-124,186
690
$8.33M 0.01%
756,522
+191,608
691
$8.3M 0.01%
279,386
-245,872
692
$8.3M 0.01%
1,925,453
+508,185
693
$8.27M 0.01%
+593,966
694
$8.21M 0.01%
+257,746
695
$8.21M 0.01%
227,107
+29,054
696
$8.2M 0.01%
507,369
+5,915
697
$8.19M 0.01%
+69,839
698
$8.19M 0.01%
203,817
+136,381
699
$8.13M 0.01%
+277,996
700
$8.12M 0.01%
105,569
-204,462
26 27
28
29 30