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Marshall Wace

Marshall Wace Portfolio holdings

AUM $93.4B
1-Year Est. Return 35.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+35.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.6B
AUM Growth
+$845M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,291
New
Increased
Reduced
Closed

Top Buys

1
+$240M
2
+$151M
3
+$121M
4
AMZN icon
Amazon
AMZN
+$104M
5
TRU icon
TransUnion
TRU
+$81M

Top Sells

1
+$166M
2
+$132M
3
+$122M
4
ACN icon
Accenture
ACN
+$73.3M
5
STLA icon
Stellantis
STLA
+$71.8M

Sector Composition

1 Consumer Discretionary 22.99%
2 Healthcare 20.68%
3 Financials 10.96%
4 Technology 10.18%
5 Industrials 8.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
– –
-808,366
2002
– –
-273,751
2003
– –
-4,583
2004
– –
-823
2005
– –
-42,277
2006
– –
-22,580
2007
– –
-1,824
2008
– –
-15,528
2009
– –
-247,372
2010
– –
-29
2011
– –
-37,486
2012
– –
-45,536
2013
– –
-476,039
2014
– –
-31,205
2015
– –
-1,205
2016
– –
-70,293
2017
– –
-1,532
2018
– –
-67,279
2019
– –
-13,857
2020
– –
-4,755
2021
– –
-385,986
2022
– –
-2,962
2023
– –
-3,439
2024
– –
-4,894
2025
– –
-6,052
79 80
81
82 83