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
826
$5.55M 0.01%
2,891,069
-540,063
827
$5.52M 0.01%
416,346
+49,429
828
$5.52M 0.01%
163,367
+19,496
829
$5.52M 0.01%
44,846
+33,746
830
$5.5M 0.01%
+188,458
831
$5.47M 0.01%
163,540
-275,971
832
$5.47M 0.01%
+123,117
833
$5.44M 0.01%
184,505
-212,519
834
$5.44M 0.01%
20,938
-103,831
835
$5.43M 0.01%
671,050
+608,122
836
$5.42M 0.01%
170,534
+161,832
837
$5.35M 0.01%
72,980
-24,204
838
$5.33M 0.01%
40,582
-19,113
839
$5.31M 0.01%
12,283
+7,401
840
$5.28M 0.01%
+62,536
841
$5.27M 0.01%
+59,898
842
$5.26M 0.01%
+2,309,044
843
$5.21M 0.01%
913,186
+676,279
844
$5.21M 0.01%
23,734
-5,830
845
$5.2M 0.01%
+148,813
846
$5.19M 0.01%
+20,300
847
$5.18M 0.01%
512,438
+407,681
848
$5.17M 0.01%
134,486
+106,797
849
$5.17M 0.01%
16,214
-24,838
850
$5.12M 0.01%
835,039
+793,839
32 33
34
35 36