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
$46.6B
AUM Growth
+$252M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,693
New
Increased
Reduced
Closed

Top Buys

1
+$1.85B
2
+$493M
3
+$466M
4
ABBV icon
AbbVie
ABBV
+$448M
5
MSFT icon
Microsoft
MSFT
+$367M

Top Sells

1
+$709M
2
+$528M
3
+$479M
4
MCK icon
McKesson
MCK
+$358M
5
INTC icon
Intel
INTC
+$306M

Sector Composition

1 Technology 20.98%
2 Healthcare 18.09%
3 Consumer Discretionary 13.74%
4 Consumer Staples 7.89%
5 Financials 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
– –
-74,632
2027
– –
-35,842
2028
– –
-117,030
2029
– –
-59,269
2030
– –
-406,934
2031
– –
-45,304
2032
– –
-68,670
2033
– –
-1,336,938
2034
– –
-1,262,338
2035
– –
-3,263
2036
– –
-174,946
2037
– –
-5,711
2038
– –
-262,554
2039
– –
-69,151
2040
– –
-18,400
2041
– –
-1,439,745
2042
– –
-30,969
2043
– –
-600
2044
– –
-356,726
2045
– –
-15,333
2046
– –
-10,342
2047
– –
-62,800
2048
– –
0
2049
– –
0
2050
– –
-22,905
80 81
82
83 84