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
126
$94.2M 0.14%
1,300,000
127
$93.8M 0.14%
5,739,027
+5,169,649
128
$93.7M 0.14%
643,973
-455,354
129
$93.3M 0.14%
1,101,533
-171,387
130
$89.9M 0.14%
8,028,895
+5,795,335
131
$89.9M 0.14%
446,518
-1,464
132
$89.5M 0.14%
1,868,957
+385,451
133
$89M 0.14%
1,323,918
-1,553,402
134
$88.6M 0.13%
4,517,221
+2,123,584
135
$87.7M 0.13%
841,950
+353,027
136
$87.3M 0.13%
1,069,116
-550,844
137
$87.3M 0.13%
5,640,230
+370,747
138
$86.2M 0.13%
1,191,967
+337,621
139
$85.8M 0.13%
+381,661
140
$85.8M 0.13%
3,343,807
+725,664
141
$84.4M 0.13%
1,860,655
+1,045,523
142
$83.3M 0.13%
1,043,722
-224,839
143
$82.8M 0.13%
134,932
+87,012
144
$82.3M 0.13%
4,087,443
+677,530
145
$80.2M 0.12%
+128,002
146
$79.3M 0.12%
+909,204
147
$78.2M 0.12%
187,139
-91,191
148
$78M 0.12%
586,199
+417,862
149
$77.9M 0.12%
3,798,327
+769,811
150
$77.6M 0.12%
1,145,637
+1,104,864
4 5
6
7 8