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
1751
$392K ﹤0.01%
135,572
-13,021
1752
$390K ﹤0.01%
+9,200
1753
$390K ﹤0.01%
+4,801
1754
$387K ﹤0.01%
+3,287
1755
$386K ﹤0.01%
43,847
-769
1756
$386K ﹤0.01%
+17,546
1757
$383K ﹤0.01%
+202,578
1758
$381K ﹤0.01%
+49,691
1759
$379K ﹤0.01%
+15,100
1760
$378K ﹤0.01%
+52,050
1761
$377K ﹤0.01%
7,580
-722,384
1762
$375K ﹤0.01%
+47,323
1763
$374K ﹤0.01%
+32,939
1764
$373K ﹤0.01%
+3,300
1765
$372K ﹤0.01%
+7,522
1766
$370K ﹤0.01%
+7,800
1767
$370K ﹤0.01%
+72,209
1768
$366K ﹤0.01%
40,035
-14,040
1769
$366K ﹤0.01%
26,105
-267,967
1770
$366K ﹤0.01%
+40,214
1771
$363K ﹤0.01%
+89,707
1772
$363K ﹤0.01%
4,318
+137
1773
$362K ﹤0.01%
151,563
+34,383
1774
$362K ﹤0.01%
+3,578
1775
$358K ﹤0.01%
+7,611
69 70
71
72 73