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 21.65%
2 Healthcare 18.92%
3 Consumer Discretionary 14.72%
4 Financials 8.84%
5 Industrials 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1951
– –
-48,613
1952
– –
-43,031
1953
– –
-129,734
1954
– –
-1,424
1955
– –
-7,100
1956
– –
-1,451,742
1957
– –
-29,200
1958
– –
-162,683
1959
– –
-256,996
1960
– –
-21,669
1961
– –
-1,148,054
1962
– –
-2,209,854
1963
– –
-54,006
1964
– –
-29,468
1965
– –
-60,827
1966
– –
-16,696
1967
– –
-17,273
1968
– –
-31,256
1969
– –
-43,292
1970
– –
-156,253
1971
– –
0
1972
– –
-475,221
1973
– –
-111,982
1974
– –
0
1975
– –
-49,228
77 78
79
80 81