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
176
$65.9M 0.1%
1,229,440
-405,130
177
$64.9M 0.1%
+496,112
178
$64.9M 0.1%
4,727,126
+4,569,112
179
$64.3M 0.1%
2,638,031
+1,481,803
180
$64.2M 0.1%
4,496,902
+4,391,003
181
$64.2M 0.1%
688,455
-97,280
182
$64.2M 0.1%
213,086
-185,618
183
$63.7M 0.1%
1,468,037
+77,783
184
$62.4M 0.1%
1,450,342
-78,306
185
$62.4M 0.1%
1,197,184
-568,087
186
$62.1M 0.09%
427,311
+299,840
187
$62M 0.09%
1,005,151
+967,351
188
$61.9M 0.09%
472,249
+192,772
189
$61.6M 0.09%
547,568
-1,775,367
190
$61.2M 0.09%
941,592
-437,586
191
$60.9M 0.09%
59,828
-65,780
192
$60.6M 0.09%
144,199
+143,997
193
$59.7M 0.09%
3,060,942
+2,489,726
194
$59.5M 0.09%
4,215,216
+2,152,814
195
$58.5M 0.09%
544,731
+342,773
196
$58.2M 0.09%
1,644,700
-1,932,935
197
$57.9M 0.09%
185,880
-20,196
198
$57.6M 0.09%
+736,319
199
$57.3M 0.09%
+609,988
200
$57M 0.09%
623,753
+186,852
6 7
8
9 10