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
1976
$132K ﹤0.01%
+71,088
1977
$132K ﹤0.01%
34,868
-4,232
1978
$131K ﹤0.01%
+19,276
1979
$130K ﹤0.01%
16,731
-86,818
1980
$129K ﹤0.01%
+50,548
1981
$126K ﹤0.01%
81,819
+45,818
1982
$126K ﹤0.01%
+11,785
1983
$126K ﹤0.01%
+7,391
1984
$125K ﹤0.01%
+19,216
1985
$125K ﹤0.01%
+500
1986
$123K ﹤0.01%
+18,597
1987
$123K ﹤0.01%
+16,192
1988
$120K ﹤0.01%
29,293
-724,929
1989
$119K ﹤0.01%
3,563
+2,214
1990
$118K ﹤0.01%
13,500
-13,032
1991
$117K ﹤0.01%
14,000
-118,981
1992
$116K ﹤0.01%
+30,655
1993
$114K ﹤0.01%
52,289
-310,987
1994
$114K ﹤0.01%
500
-2,203
1995
$114K ﹤0.01%
+15,867
1996
$113K ﹤0.01%
+20,797
1997
$110K ﹤0.01%
26,657
-81,736
1998
$109K ﹤0.01%
+11,913
1999
$105K ﹤0.01%
+4,564
2000
$104K ﹤0.01%
43,849
-52,319
78 79
80
81 82