Marshall Wace

Marshall Wace Portfolio holdings

AUM $104B
1-Year Est. Return 30.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$19B
AUM Growth
+$3.18B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,949
New
Increased
Reduced
Closed

Top Buys

1
+$363M
2
+$184M
3
+$182M
4
BIDU icon
Baidu
BIDU
+$146M
5
GOTU icon
Gaotu Techedu
GOTU
+$139M

Top Sells

1
+$204M
2
+$189M
3
+$182M
4
GH icon
Guardant Health
GH
+$136M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$122M

Sector Composition

1 Healthcare 23%
2 Consumer Discretionary 15.1%
3 Technology 12.26%
4 Financials 11.27%
5 Communication Services 9.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$77K ﹤0.01%
+11,493
2027
$72K ﹤0.01%
+30,048
2028
$71K ﹤0.01%
11,594
-54,578
2029
$68K ﹤0.01%
+46
2030
$66K ﹤0.01%
+29,266
2031
$65K ﹤0.01%
+1,287
2032
$63K ﹤0.01%
+75,748
2033
$63K ﹤0.01%
2,949
-21,888
2034
$62K ﹤0.01%
10,928
-18,356
2035
$62K ﹤0.01%
+11,246
2036
$58K ﹤0.01%
+1,211
2037
$54K ﹤0.01%
+1,448
2038
$53K ﹤0.01%
+2,469
2039
$50K ﹤0.01%
+1,016
2040
$46K ﹤0.01%
+1,843
2041
$43K ﹤0.01%
+591
2042
$41K ﹤0.01%
+11,428
2043
$38K ﹤0.01%
+10,080
2044
$35K ﹤0.01%
+20,098
2045
$34K ﹤0.01%
+1,154
2046
$33K ﹤0.01%
+12,270
2047
$5K ﹤0.01%
+101
2048
– –
-5,896
2049
– –
-300,000
2050
– –
0
80 81
82
83 84