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
1901
$233K ﹤0.01%
2,655
-3,909
1902
$232K ﹤0.01%
+43,516
1903
$230K ﹤0.01%
+3,300
1904
$229K ﹤0.01%
5,299
-10,271
1905
$228K ﹤0.01%
82,243
+22,391
1906
$227K ﹤0.01%
+5
1907
$226K ﹤0.01%
+7,376
1908
$225K ﹤0.01%
+72,015
1909
$224K ﹤0.01%
+131,845
1910
$222K ﹤0.01%
8,023
-179,882
1911
$222K ﹤0.01%
11,706
-10,229
1912
$222K ﹤0.01%
+3,400
1913
$221K ﹤0.01%
81,617
+58,145
1914
$220K ﹤0.01%
+3,863
1915
$218K ﹤0.01%
+1,700
1916
$218K ﹤0.01%
40,120
+24,820
1917
$218K ﹤0.01%
2,600
-86,201
1918
$217K ﹤0.01%
+59,547
1919
$216K ﹤0.01%
1,073
-48,042
1920
$216K ﹤0.01%
4,506
-1,105
1921
$213K ﹤0.01%
+4,105
1922
$213K ﹤0.01%
7,885
-1,200
1923
$213K ﹤0.01%
+6,429
1924
$212K ﹤0.01%
+5,700
1925
$212K ﹤0.01%
3,062
-4,163
75 76
77
78 79