Marshall Wace

Marshall Wace Portfolio holdings

AUM $104B
1-Year Est. Return 30.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.01%
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
4,420
New
Increased
Reduced
Closed

Top Buys

1
+$532M
2
+$480M
3
+$435M
4
VZ icon
Verizon
VZ
+$320M
5
AVGO icon
Broadcom
AVGO
+$273M

Top Sells

1
+$547M
2
+$525M
3
+$498M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$456M
5
AMZN icon
Amazon
AMZN
+$445M

Sector Composition

1 Financials 20.48%
2 Technology 17.95%
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
$678K ﹤0.01%
+33,609
1977
$675K ﹤0.01%
56,714
-385,386
1978
$674K ﹤0.01%
17,872
-62,292
1979
$670K ﹤0.01%
9,769
+2,295
1980
$669K ﹤0.01%
+8,450
1981
$667K ﹤0.01%
+8,880
1982
$665K ﹤0.01%
46,291
-157,772
1983
$664K ﹤0.01%
+31,542
1984
$663K ﹤0.01%
146,198
+140,714
1985
$661K ﹤0.01%
+8,554
1986
$659K ﹤0.01%
105,268
+44,227
1987
$658K ﹤0.01%
+43,802
1988
$656K ﹤0.01%
3,118
-588
1989
$653K ﹤0.01%
+37,615
1990
$652K ﹤0.01%
19,299
+3,077
1991
$651K ﹤0.01%
50,347
-113,351
1992
$651K ﹤0.01%
+43,414
1993
$649K ﹤0.01%
25,541
+7,064
1994
$649K ﹤0.01%
41,952
-56,123
1995
$647K ﹤0.01%
+6,630
1996
$647K ﹤0.01%
8,799
-33,420
1997
$645K ﹤0.01%
+50,750
1998
$639K ﹤0.01%
+7,803
1999
$638K ﹤0.01%
1,602
-455
2000
$636K ﹤0.01%
+93,127
78 79
80
81 82