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
1976
$682K ﹤0.01%
+34,056
1977
$678K ﹤0.01%
+33,609
1978
$675K ﹤0.01%
56,714
-385,386
1979
$674K ﹤0.01%
17,872
-62,292
1980
$670K ﹤0.01%
9,769
+2,295
1981
$669K ﹤0.01%
+8,450
1982
$667K ﹤0.01%
+8,880
1983
$665K ﹤0.01%
46,291
-157,772
1984
$664K ﹤0.01%
+31,542
1985
$663K ﹤0.01%
146,198
+140,714
1986
$661K ﹤0.01%
+8,554
1987
$659K ﹤0.01%
105,268
+44,227
1988
$658K ﹤0.01%
+43,802
1989
$656K ﹤0.01%
3,118
-588
1990
$653K ﹤0.01%
+37,615
1991
$652K ﹤0.01%
19,299
+3,077
1992
$651K ﹤0.01%
+43,414
1993
$651K ﹤0.01%
50,347
-113,351
1994
$649K ﹤0.01%
25,541
+7,064
1995
$649K ﹤0.01%
41,952
-56,123
1996
$647K ﹤0.01%
+6,630
1997
$647K ﹤0.01%
8,799
-33,420
1998
$645K ﹤0.01%
+50,750
1999
$639K ﹤0.01%
+7,803
2000
$638K ﹤0.01%
1,602
-455
78 79
80
81 82