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
$48.1B
AUM Growth
-$1.81B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,418
New
Increased
Reduced
Closed

Top Buys

1
+$554M
2
+$446M
3
+$435M
4
VZ icon
Verizon
VZ
+$308M
5
AVGO icon
Broadcom
AVGO
+$289M

Top Sells

1
+$560M
2
+$505M
3
+$470M
4
META icon
Meta Platforms (Facebook)
META
+$467M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$467M

Sector Composition

1 Financials 20.48%
2 Technology 17.93%
3 Healthcare 17.7%
4 Consumer Discretionary 12.3%
5 Industrials 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1301
$4.12M 0.01%
99,056
+29,136
1302
$4.12M 0.01%
+183,963
1303
$4.11M 0.01%
411,065
1304
$4.09M 0.01%
83,961
+34,974
1305
$4.08M 0.01%
62,789
-40,259
1306
$4.07M 0.01%
189,886
+155,274
1307
$4.06M 0.01%
411,310
+29,528
1308
$4.06M 0.01%
413,081
1309
$4.03M 0.01%
862,383
+773,293
1310
$4.02M 0.01%
+400,000
1311
$4.02M 0.01%
200,388
+198,617
1312
$4.02M 0.01%
+404,570
1313
$4.01M 0.01%
54,797
+51,228
1314
$4.01M 0.01%
29,392
-405,409
1315
$4.01M 0.01%
157,005
+155,976
1316
$4M 0.01%
49,338
+22,780
1317
$4M 0.01%
259,063
+105,056
1318
$4M 0.01%
61,148
+31,087
1319
$3.98M 0.01%
+401,098
1320
$3.98M 0.01%
114,324
+113,655
1321
$3.98M 0.01%
+400,000
1322
$3.97M 0.01%
+400,000
1323
$3.97M 0.01%
+399,994
1324
$3.96M 0.01%
123,105
-498,331
1325
$3.94M 0.01%
68,797
-56,196
51 52
53
54 55