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
1926
$211K ﹤0.01%
+9,703
1927
$210K ﹤0.01%
5,244
-3,013
1928
$207K ﹤0.01%
42,324
-32,715
1929
$205K ﹤0.01%
62,660
-35,305
1930
$203K ﹤0.01%
+8,123
1931
$201K ﹤0.01%
1,100
-1,200
1932
$200K ﹤0.01%
27,013
-48,941
1933
$200K ﹤0.01%
7,676
-400
1934
$199K ﹤0.01%
68,269
-177,068
1935
$197K ﹤0.01%
+15,327
1936
$197K ﹤0.01%
+30,040
1937
$196K ﹤0.01%
61,942
-162,339
1938
$194K ﹤0.01%
104,870
-7,700
1939
$194K ﹤0.01%
+27,377
1940
$193K ﹤0.01%
35,678
+18,893
1941
$191K ﹤0.01%
41,295
+21,195
1942
$190K ﹤0.01%
+26,478
1943
$190K ﹤0.01%
+29,454
1944
$187K ﹤0.01%
+14,507
1945
$186K ﹤0.01%
2,000
-54,725
1946
$186K ﹤0.01%
37,562
-5,543
1947
$185K ﹤0.01%
100,200
-902,040
1948
$182K ﹤0.01%
149,432
-48,639
1949
$182K ﹤0.01%
+16,300
1950
$181K ﹤0.01%
23,326
-42,786
76 77
78
79 80