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
$46.3B
AUM Growth
+$5.71B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,977
New
Increased
Reduced
Closed

Top Buys

1
+$2.1B
2
+$567M
3
+$559M
4
AMZN icon
Amazon
AMZN
+$363M
5
AAPL icon
Apple
AAPL
+$353M

Top Sells

1
+$388M
2
+$386M
3
+$380M
4
META icon
Meta Platforms (Facebook)
META
+$371M
5
ADBE icon
Adobe
ADBE
+$330M

Sector Composition

1 Technology 21.64%
2 Healthcare 18.92%
3 Consumer Discretionary 14.72%
4 Financials 8.84%
5 Industrials 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1951
– –
-1,669,656
1952
– –
0
1953
– –
-747,515
1954
– –
-17,071
1955
– –
0
1956
– –
-538,139
1957
– –
-23,000
1958
– –
-405,798
1959
– –
-1,520,633
1960
– –
0
1961
– –
-52,494
1962
– –
-477,427
1963
– –
-1,191,735
1964
– –
0
1965
– –
0
1966
– –
0
1967
– –
-164,032
1968
– –
-1,289,838
1969
– –
0
1970
– –
0
1971
– –
-49,896
1972
– –
0
1973
– –
0
1974
– –
0
1975
– –
0
77 78
79
80 81