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
$60.4B
AUM Growth
+$8.03B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,708
New
Increased
Reduced
Closed

Top Buys

1
+$433M
2
+$402M
3
+$366M
4
PG icon
Procter & Gamble
PG
+$331M
5
KO icon
Coca-Cola
KO
+$299M

Top Sells

1
+$420M
2
+$371M
3
+$312M
4
KVUE icon
Kenvue
KVUE
+$293M
5
JPM icon
JPMorgan Chase
JPM
+$281M

Sector Composition

1 Technology 17.84%
2 Healthcare 14.38%
3 Consumer Discretionary 13.82%
4 Financials 8.3%
5 Communication Services 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$53.7K ﹤0.01%
29,032
+14,007
2027
$52.8K ﹤0.01%
20,704
+1,297
2028
$52K ﹤0.01%
1,502
+932
2029
$47.4K ﹤0.01%
+10,705
2030
$46.8K ﹤0.01%
+13,610
2031
$45.1K ﹤0.01%
+19,201
2032
$44.3K ﹤0.01%
700
-156,665
2033
$44.3K ﹤0.01%
14,610
-74,490
2034
$43.1K ﹤0.01%
+31,012
2035
$42.9K ﹤0.01%
15,114
-807,040
2036
$42.4K ﹤0.01%
13,631
-143,529
2037
$40.3K ﹤0.01%
57,577
2038
$39.9K ﹤0.01%
+500
2039
$35.6K ﹤0.01%
16,815
-34,315
2040
$35.3K ﹤0.01%
+516
2041
$34.7K ﹤0.01%
13,230
-46,370
2042
$30.1K ﹤0.01%
10,379
2043
$29.7K ﹤0.01%
+1,100
2044
$29.1K ﹤0.01%
1,690
-10,010
2045
$27.5K ﹤0.01%
+11,897
2046
$18.3K ﹤0.01%
12,431
-143,751
2047
$17.2K ﹤0.01%
142
-2
2048
$16.2K ﹤0.01%
167
-311
2049
$8.42K ﹤0.01%
11,081
-136,419
2050
– –
0
80 81
82
83 84