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
1876
$255K ﹤0.01%
+4,200
1877
$255K ﹤0.01%
63,381
-30,703
1878
$252K ﹤0.01%
600
1879
$249K ﹤0.01%
4,611
-3,849
1880
$248K ﹤0.01%
+16,300
1881
$247K ﹤0.01%
+18,630
1882
$247K ﹤0.01%
+368,743
1883
$247K ﹤0.01%
3,439
-1,574,752
1884
$245K ﹤0.01%
+36,526
1885
$244K ﹤0.01%
+6,113
1886
$244K ﹤0.01%
18,674
-17,963
1887
$243K ﹤0.01%
+4,500
1888
$243K ﹤0.01%
5,900
-482
1889
$242K ﹤0.01%
22,907
-29,381
1890
$242K ﹤0.01%
+4,600
1891
$241K ﹤0.01%
1,382
-35,354
1892
$241K ﹤0.01%
1,973
-107,839
1893
$241K ﹤0.01%
+31,800
1894
$240K ﹤0.01%
+7,297
1895
$239K ﹤0.01%
5,601
-35,899
1896
$238K ﹤0.01%
3,600
-4,840
1897
$236K ﹤0.01%
+10,800
1898
$236K ﹤0.01%
179,830
-70,249
1899
$235K ﹤0.01%
1,000
-3,100
1900
$234K ﹤0.01%
+14,194
74 75
76
77 78