Marshall Wace

Marshall Wace Portfolio holdings

AUM $91B
1-Year Est. Return 29.01%
This Quarter Est. Return
1 Year Est. Return
+29.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$11.9B
AUM Growth
+$1.27B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,087
New
Increased
Reduced
Closed

Top Buys

1
+$221M
2
+$187M
3
+$164M
4
DIS icon
Walt Disney
DIS
+$139M
5
GDDY icon
GoDaddy
GDDY
+$125M

Top Sells

1
+$114M
2
+$104M
3
+$70.3M
4
CDNS icon
Cadence Design Systems
CDNS
+$68M
5
ANSS
Ansys
ANSS
+$64.7M

Sector Composition

1 Healthcare 25.52%
2 Consumer Discretionary 24.61%
3 Technology 11.39%
4 Financials 8.35%
5 Industrials 7.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
– –
-1,135,144
2027
– –
-616,220
2028
– –
-16,834
2029
– –
-527,758
2030
– –
-24,306
2031
– –
-1,434
2032
– –
-21,472
2033
– –
-98,088
2034
– –
-44,620
2035
– –
-155,958
2036
– –
-2,777
2037
– –
-31,928
2038
– –
-14,646
2039
– –
-13,436
2040
– –
-114,919
2041
– –
-178,881
2042
– –
-13,435
2043
– –
-52
2044
– –
-20,329
2045
– –
-2,974
2046
– –
-24,402
2047
– –
-22,262
2048
– –
-449
2049
– –
-32,306
2050
– –
-9,103
80 81
82
83 84