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
726
$7.5M 0.01%
77,742
+60,174
727
$7.49M 0.01%
+202,900
728
$7.46M 0.01%
+628,887
729
$7.42M 0.01%
38,304
+25,105
730
$7.39M 0.01%
651,380
-426,257
731
$7.39M 0.01%
237,574
+103,266
732
$7.38M 0.01%
121,024
+72,182
733
$7.38M 0.01%
+2,035
734
$7.37M 0.01%
96,068
-369,017
735
$7.3M 0.01%
393,335
+25,325
736
$7.29M 0.01%
168,687
-331,769
737
$7.26M 0.01%
11,165
-118,159
738
$7.21M 0.01%
1,624,605
+1,371,025
739
$7.21M 0.01%
83,700
+75,773
740
$7.21M 0.01%
40,690
-411,829
741
$7.18M 0.01%
140,000
742
$6.95M 0.01%
81,395
+27,018
743
$6.93M 0.01%
703,664
+586,475
744
$6.92M 0.01%
+134,355
745
$6.91M 0.01%
377,115
+11,713
746
$6.91M 0.01%
132,739
+74,339
747
$6.91M 0.01%
79,069
-352,274
748
$6.88M 0.01%
+281,012
749
$6.87M 0.01%
952,430
-345,689
750
$6.86M 0.01%
+1,459,900
28 29
30
31 32