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
801
$6.02M 0.01%
211,111
-398,897
802
$5.97M 0.01%
87,173
+37,818
803
$5.95M 0.01%
325,587
-170,586
804
$5.94M 0.01%
2,215,961
+1,758,203
805
$5.93M 0.01%
+26,561
806
$5.92M 0.01%
253,243
-18,130
807
$5.89M 0.01%
68,964
+52,783
808
$5.89M 0.01%
114,121
+11,024
809
$5.87M 0.01%
791,320
-319,882
810
$5.85M 0.01%
399,303
+384,447
811
$5.85M 0.01%
116,916
-35,935
812
$5.78M 0.01%
284,561
+160,693
813
$5.75M 0.01%
+525,883
814
$5.74M 0.01%
306,212
-590,511
815
$5.71M 0.01%
185,009
+15,012
816
$5.69M 0.01%
995,475
-304,593
817
$5.69M 0.01%
1,579,770
+1,048,525
818
$5.65M 0.01%
116,134
+109,089
819
$5.64M 0.01%
163,529
+37,865
820
$5.63M 0.01%
151,061
-1,376,381
821
$5.63M 0.01%
+475,891
822
$5.6M 0.01%
83,208
-14,393
823
$5.58M 0.01%
32,710
-165,370
824
$5.57M 0.01%
258,720
-2,951
825
$5.55M 0.01%
42,977
-13,000
31 32
33
34 35