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
1951
$181K ﹤0.01%
+3,816
1952
$180K ﹤0.01%
45,500
-20,900
1953
$176K ﹤0.01%
+12,787
1954
$175K ﹤0.01%
+19,184
1955
$172K ﹤0.01%
1,537
-4,775
1956
$171K ﹤0.01%
+18,905
1957
$171K ﹤0.01%
+22,244
1958
$170K ﹤0.01%
+26,284
1959
$163K ﹤0.01%
+41,221
1960
$162K ﹤0.01%
97,828
-77,268
1961
$158K ﹤0.01%
44,498
+22,948
1962
$158K ﹤0.01%
82,641
-78,775
1963
$154K ﹤0.01%
53,000
1964
$153K ﹤0.01%
+10,500
1965
$151K ﹤0.01%
29,340
-15,872
1966
$151K ﹤0.01%
+11,652
1967
$148K ﹤0.01%
+10,357
1968
$147K ﹤0.01%
+50,597
1969
$142K ﹤0.01%
28,403
+5,340
1970
$139K ﹤0.01%
+21,643
1971
$138K ﹤0.01%
+25,335
1972
$137K ﹤0.01%
60,620
+30,810
1973
$135K ﹤0.01%
16,581
-80,253
1974
$135K ﹤0.01%
1,072
+772
1975
$133K ﹤0.01%
+32,639
77 78
79
80 81