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
926
$4.08M 0.01%
603,871
-290,311
927
$4.07M 0.01%
+64,623
928
$4.07M 0.01%
+123,532
929
$4.07M 0.01%
+819,876
930
$4.06M 0.01%
+82,637
931
$4.04M 0.01%
15,040
+13,240
932
$4.03M 0.01%
+18,918
933
$4.03M 0.01%
70,989
+31,854
934
$4.03M 0.01%
+95,607
935
$4.01M 0.01%
+1,235,282
936
$4.01M 0.01%
102,481
-63,639
937
$4.01M 0.01%
+369,224
938
$3.99M 0.01%
16,465
-389,573
939
$3.97M 0.01%
10,156
-85,619
940
$3.95M 0.01%
35,014
-24,450
941
$3.92M 0.01%
173,040
+44,588
942
$3.91M 0.01%
+85,713
943
$3.9M 0.01%
+391,518
944
$3.9M 0.01%
149,090
-261,597
945
$3.89M 0.01%
423,693
+97,350
946
$3.88M 0.01%
+42,000
947
$3.87M 0.01%
+155,755
948
$3.84M 0.01%
+781,223
949
$3.84M 0.01%
+172,504
950
$3.83M 0.01%
148,926
-177,169
36 37
38
39 40