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
$10.4B
AUM Growth
-$279M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,364
New
Increased
Reduced
Closed

Top Buys

1
+$114M
2
+$109M
3
+$108M
4
SPGI icon
S&P Global
SPGI
+$103M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$80.2M

Top Sells

1
+$126M
2
+$103M
3
+$93.2M
4
PFE icon
Pfizer
PFE
+$88.6M
5
VTRS icon
Viatris
VTRS
+$85.3M

Sector Composition

1 Consumer Discretionary 15.63%
2 Healthcare 15.57%
3 Communication Services 13.27%
4 Technology 11.56%
5 Financials 10.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1326
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1328
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1330
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1333
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1334
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1335
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1337
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1338
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1340
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1341
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1342
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1343
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1344
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1345
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1346
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1347
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1348
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1349
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1350
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-8,079
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