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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
$12.8B
AUM Growth
+$2.93B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,114
New
Increased
Reduced
Closed

Top Buys

1
+$139M
2
+$118M
3
+$90.1M
4
MSFT icon
Microsoft
MSFT
+$89.4M
5
UBS icon
UBS Group
UBS
+$77.2M

Top Sells

1
+$203M
2
+$177M
3
+$118M
4
AMZN icon
Amazon
AMZN
+$115M
5
LIN icon
Linde
LIN
+$89.1M

Sector Composition

1 Healthcare 23.75%
2 Consumer Discretionary 17.69%
3 Technology 13.67%
4 Financials 13.39%
5 Industrials 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
– –
-6,473
2002
– –
-19
2003
– –
-344,538
2004
– –
-19,779
2005
– –
-8,880
2006
– –
-51,766
2007
– –
-1,650
2008
– –
-7,247
2009
– –
-115,783
2010
– –
-2,855
2011
– –
-32,061
2012
– –
-55,234
2013
– –
-2,684
2014
– –
-16,994
2015
– –
-51,295
2016
– –
-4,664
2017
– –
-6,980
2018
– –
-65
2019
– –
-19,063
2020
– –
-132,006
2021
– –
-40,698
2022
– –
-3,896
2023
– –
-24,673
2024
– –
-29,966
2025
– –
-1,162,288
79 80
81
82 83