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
$48.1B
AUM Growth
-$1.81B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,418
New
Increased
Reduced
Closed

Top Buys

1
+$554M
2
+$446M
3
+$435M
4
VZ icon
Verizon
VZ
+$308M
5
AVGO icon
Broadcom
AVGO
+$289M

Top Sells

1
+$560M
2
+$505M
3
+$470M
4
META icon
Meta Platforms (Facebook)
META
+$467M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$467M

Sector Composition

1 Financials 20.48%
2 Technology 17.93%
3 Healthcare 17.7%
4 Consumer Discretionary 12.3%
5 Industrials 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$597K ﹤0.01%
+12,342
2027
$594K ﹤0.01%
+14,984
2028
$591K ﹤0.01%
+19,013
2029
$587K ﹤0.01%
54,025
-248,122
2030
$587K ﹤0.01%
+6,491
2031
$586K ﹤0.01%
15,989
-7,771
2032
$583K ﹤0.01%
8,763
+5,755
2033
$583K ﹤0.01%
6,710
+6,372
2034
$580K ﹤0.01%
280,811
-168,237
2035
$579K ﹤0.01%
38,653
-222,122
2036
$578K ﹤0.01%
+4,332
2037
$577K ﹤0.01%
16,995
-8,222
2038
$577K ﹤0.01%
+20,386
2039
$576K ﹤0.01%
+6,789
2040
$571K ﹤0.01%
+5,508
2041
$568K ﹤0.01%
67,373
+9,991
2042
$567K ﹤0.01%
31,054
+6,231
2043
$565K ﹤0.01%
9,764
-415,771
2044
$563K ﹤0.01%
+56,541
2045
$560K ﹤0.01%
+21,484
2046
$558K ﹤0.01%
+45,358
2047
$556K ﹤0.01%
+8,328
2048
$555K ﹤0.01%
+17,817
2049
$553K ﹤0.01%
39,679
+35,974
2050
$553K ﹤0.01%
6,733
-19,534
80 81
82
83 84