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
$48.1B
AUM Growth
-$1.81B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,418
New
Increased
Reduced
Closed

Top Buys

1
+$554M
2
+$446M
3
+$435M
4
VZ icon
Verizon
VZ
+$308M
5
AVGO icon
Broadcom
AVGO
+$289M

Top Sells

1
+$560M
2
+$505M
3
+$470M
4
META icon
Meta Platforms (Facebook)
META
+$467M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$467M

Sector Composition

1 Financials 20.48%
2 Technology 17.93%
3 Healthcare 17.7%
4 Consumer Discretionary 12.3%
5 Industrials 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1951
$721K ﹤0.01%
24,120
1952
$721K ﹤0.01%
+87,914
1953
$717K ﹤0.01%
120,231
+41,567
1954
$716K ﹤0.01%
+6,324
1955
$716K ﹤0.01%
+84,282
1956
$715K ﹤0.01%
+71,501
1957
$712K ﹤0.01%
+230,524
1958
$710K ﹤0.01%
+10,000
1959
$709K ﹤0.01%
8,460
-119,557
1960
$709K ﹤0.01%
18,881
-104,198
1961
$708K ﹤0.01%
+20,046
1962
$708K ﹤0.01%
113,820
-82,038
1963
$706K ﹤0.01%
333,963
+129,979
1964
$705K ﹤0.01%
+17,525
1965
$702K ﹤0.01%
31,045
-73,514
1966
$702K ﹤0.01%
+58,770
1967
$701K ﹤0.01%
+77,110
1968
$701K ﹤0.01%
+9,299
1969
$701K ﹤0.01%
206,650
+36,802
1970
$699K ﹤0.01%
4,167
-78,822
1971
$693K ﹤0.01%
+14,994
1972
$686K ﹤0.01%
33,998
-1,718,529
1973
$684K ﹤0.01%
3,642
+2,198
1974
$684K ﹤0.01%
1,518
-7,014
1975
$682K ﹤0.01%
+40,028
77 78
79
80 81