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
851
$5.12M 0.01%
9,751
+5,651
852
$5.11M 0.01%
135,869
-259,132
853
$5.11M 0.01%
+23,400
854
$5.09M 0.01%
384,028
+361,720
855
$5.05M 0.01%
1,736,344
+336,667
856
$5.02M 0.01%
363,043
+220,560
857
$5.01M 0.01%
+23,228
858
$5M 0.01%
+56,339
859
$4.99M 0.01%
572,500
+284,680
860
$4.97M 0.01%
105,046
+89,557
861
$4.97M 0.01%
+358,527
862
$4.97M 0.01%
176,524
-50,629
863
$4.9M 0.01%
231,204
-546,129
864
$4.89M 0.01%
598,228
+575,968
865
$4.88M 0.01%
164,557
-14,343
866
$4.86M 0.01%
769,588
+274,432
867
$4.86M 0.01%
+1,959,445
868
$4.85M 0.01%
142,454
-32,208
869
$4.84M 0.01%
+110,351
870
$4.82M 0.01%
156,423
-1,208,266
871
$4.81M 0.01%
+119,759
872
$4.81M 0.01%
264,961
-61,125
873
$4.81M 0.01%
+86,600
874
$4.79M 0.01%
32,200
+17,460
875
$4.76M 0.01%
52,400
-9,438
33 34
35
36 37