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
$52.4B
AUM Growth
+$5.78B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,582
New
Increased
Reduced
Closed

Top Buys

1
+$3.66B
2
+$651M
3
+$430M
4
DHI icon
D.R. Horton
DHI
+$376M
5
INTC icon
Intel
INTC
+$373M

Top Sells

1
+$956M
2
+$633M
3
+$549M
4
AMGN icon
Amgen
AMGN
+$406M
5
ADBE icon
Adobe
ADBE
+$396M

Sector Composition

1 Technology 16.81%
2 Consumer Discretionary 14.92%
3 Healthcare 14.22%
4 Financials 8.24%
5 Communication Services 7.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
– –
0
2027
– –
0
2028
– –
0
2029
– –
0
2030
– –
-152,686
2031
– –
0
2032
– –
0
2033
– –
-34,215
2034
– –
0
2035
– –
0
2036
– –
0
2037
– –
0
2038
– –
0
2039
– –
-26,134
2040
– –
-12,300
2041
– –
-11,253
2042
– –
-29,111
2043
– –
0
2044
– –
-39,976
2045
– –
-20,200
2046
– –
-364,190
2047
– –
-11,883
2048
– –
-93,489
2049
– –
-1,360,569
2050
– –
-364,803
80 81
82
83 84