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
701
$8.09M 0.01%
140,148
-95,497
702
$8.08M 0.01%
241,506
+215,275
703
$8.08M 0.01%
+725,122
704
$8.04M 0.01%
+388,955
705
$8.03M 0.01%
+544,156
706
$8.01M 0.01%
80,251
-418,106
707
$7.96M 0.01%
126,781
-391,090
708
$7.96M 0.01%
207,997
+43,377
709
$7.95M 0.01%
125,896
+122,196
710
$7.8M 0.01%
129,500
+67,774
711
$7.79M 0.01%
210,575
+171,744
712
$7.75M 0.01%
485,924
+277,180
713
$7.7M 0.01%
140,004
-82,050
714
$7.69M 0.01%
+205,845
715
$7.65M 0.01%
+292,270
716
$7.6M 0.01%
47,110
+42,501
717
$7.59M 0.01%
+75,816
718
$7.58M 0.01%
+40,000
719
$7.55M 0.01%
124,157
+118,164
720
$7.54M 0.01%
+176,237
721
$7.54M 0.01%
299,441
-54,911
722
$7.53M 0.01%
128,156
+32,528
723
$7.52M 0.01%
105,878
+99,608
724
$7.51M 0.01%
+1,362,086
725
$7.5M 0.01%
+21,430
27 28
29
30 31