We are live on ! Find out more
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
$46.6B
AUM Growth
+$252M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,694
New
Increased
Reduced
Closed

Top Buys

1
+$1.93B
2
+$537M
3
+$477M
4
ABBV icon
AbbVie
ABBV
+$441M
5
MSFT icon
Microsoft
MSFT
+$384M

Top Sells

1
+$747M
2
+$565M
3
+$467M
4
MCK icon
McKesson
MCK
+$347M
5
INTC icon
Intel
INTC
+$300M

Sector Composition

1 Technology 20.98%
2 Healthcare 18.09%
3 Consumer Discretionary 13.74%
4 Consumer Staples 7.89%
5 Financials 7.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
– –
-124,935
2002
– –
-77,579
2003
– –
-392,249
2004
– –
-118,275
2005
– –
-6,219
2006
– –
-9,009
2007
– –
-26,855
2008
– –
-92,468
2009
– –
-27,139
2010
– –
0
2011
– –
-175,115
2012
– –
-975,054
2013
– –
-4,136,529
2014
– –
-114,559
2015
– –
-28,145
2016
– –
-137,511
2017
– –
-62,800
2018
– –
-130,612
2019
– –
-11,530
2020
– –
-137,940
2021
– –
-32,755
2022
– –
-5,961
2023
– –
-70,074
2024
– –
-5,855
2025
– –
0
79 80
81
82 83