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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
$13.6B
AUM Growth
+$810M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,080
New
Increased
Reduced
Closed

Top Buys

1
+$208M
2
+$150M
3
+$91.1M
4
KDP icon
Keurig Dr Pepper
KDP
+$83.8M
5
MDT icon
Medtronic
MDT
+$83.2M

Top Sells

1
+$170M
2
+$145M
3
+$139M
4
EPAM icon
EPAM Systems
EPAM
+$101M
5
FIS icon
Fidelity National Information Services
FIS
+$76.6M

Sector Composition

1 Healthcare 27.62%
2 Consumer Discretionary 16.53%
3 Financials 11.61%
4 Technology 11.03%
5 Industrials 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
– –
-21,461
2002
– –
-16,963
2003
– –
-131,788
2004
– –
-83,110
2005
– –
-293,720
2006
– –
-102,957
2007
– –
-26,270
2008
– –
-958,784
2009
– –
-24,608
2010
– –
-34,558
2011
– –
-81,025
2012
– –
-52,520
2013
– –
-4,045
2014
– –
-160,517
2015
– –
-15,618
2016
– –
-21,004
2017
– –
-11,541
2018
– –
-25,633
2019
– –
-335,990
2020
– –
-4,079
2021
– –
-26,015
2022
– –
-127,309
2023
– –
-47,629
2024
– –
-262,510
2025
– –
-31,207
79 80
81
82 83