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
1201
$1.85M ﹤0.01%
32,461
-24,291
1202
$1.85M ﹤0.01%
+66,446
1203
$1.85M ﹤0.01%
218,245
-54,915
1204
$1.83M ﹤0.01%
10,841
+7,941
1205
$1.82M ﹤0.01%
229,352
+53,192
1206
$1.82M ﹤0.01%
25,932
-628
1207
$1.82M ﹤0.01%
+130,301
1208
$1.82M ﹤0.01%
+45,835
1209
$1.82M ﹤0.01%
+76,664
1210
$1.81M ﹤0.01%
220,862
+201,515
1211
$1.81M ﹤0.01%
20,723
+11,005
1212
$1.81M ﹤0.01%
169,708
-15,186
1213
$1.8M ﹤0.01%
+154,975
1214
$1.8M ﹤0.01%
5,657
-65,444
1215
$1.8M ﹤0.01%
+14,778
1216
$1.8M ﹤0.01%
+947,080
1217
$1.79M ﹤0.01%
97,096
-76,398
1218
$1.79M ﹤0.01%
+159,139
1219
$1.77M ﹤0.01%
+29,400
1220
$1.76M ﹤0.01%
37,652
+10,872
1221
$1.75M ﹤0.01%
+19,536
1222
$1.75M ﹤0.01%
+41,570
1223
$1.74M ﹤0.01%
127,804
-222,899
1224
$1.73M ﹤0.01%
+53,533
1225
$1.73M ﹤0.01%
+30,111
47 48
49
50 51