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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
$9.87B
AUM Growth
-$3.62B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,254
New
Increased
Reduced
Closed

Top Buys

1
+$146M
2
+$117M
3
+$108M
4
BHVN
Biohaven Pharmaceutical Holding Company Ltd.
BHVN
+$106M
5
SWK icon
Stanley Black & Decker
SWK
+$102M

Top Sells

1
+$173M
2
+$149M
3
+$127M
4
TFX icon
Teleflex
TFX
+$108M
5
TMO icon
Thermo Fisher Scientific
TMO
+$98.9M

Sector Composition

1 Healthcare 24.31%
2 Consumer Discretionary 18.73%
3 Technology 13.67%
4 Financials 11.74%
5 Industrials 7.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
– –
-81,327
2002
– –
-484,307
2003
– –
-10,648
2004
– –
-370,254
2005
– –
-51,728
2006
– –
-286,019
2007
– –
-3,157
2008
– –
-113,397
2009
– –
-2,430
2010
– –
-123,114
2011
– –
-15,556
2012
– –
-105,026
2013
– –
-35,415
2014
– –
-87,111
2015
– –
-182
2016
– –
-328,124
2017
– –
-714,770
2018
– –
-26,276
2019
– –
-12,311
2020
– –
-1,655,603
2021
– –
-52,704
2022
– –
-338,937
2023
– –
-181,407
2024
– –
-77,663
2025
– –
-16,205
79 80
81
82 83