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
951
$3.82M 0.01%
+41,300
952
$3.79M 0.01%
+25,084
953
$3.79M 0.01%
234,317
-552,710
954
$3.78M 0.01%
1,103,351
-191,573
955
$3.77M 0.01%
+127,900
956
$3.77M 0.01%
+3,062
957
$3.75M 0.01%
402,365
+59,837
958
$3.74M 0.01%
155,500
+120,900
959
$3.73M 0.01%
85,402
+12,503
960
$3.72M 0.01%
+19,544
961
$3.72M 0.01%
387,443
+315,736
962
$3.72M 0.01%
16,431
-127,181
963
$3.69M 0.01%
162,231
+56,293
964
$3.69M 0.01%
+58,600
965
$3.68M 0.01%
2,105,262
966
$3.66M 0.01%
153,078
+71,856
967
$3.65M 0.01%
805,123
-1,133,705
968
$3.64M 0.01%
279,118
-258,372
969
$3.64M 0.01%
1,347,810
+421,604
970
$3.64M 0.01%
+30,062
971
$3.62M 0.01%
11,052
-73,960
972
$3.61M 0.01%
+37,204
973
$3.61M 0.01%
158,612
-81,270
974
$3.61M 0.01%
+21,581
975
$3.6M 0.01%
864,345
-194,131
37 38
39
40 41