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
$70.7B
AUM Growth
+$10.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,932
New
Increased
Reduced
Closed

Top Buys

1
+$3.16B
2
+$878M
3
+$578M
4
AAPL icon
Apple
AAPL
+$531M
5
JNJ icon
Johnson & Johnson
JNJ
+$474M

Top Sells

1
+$478M
2
+$470M
3
+$445M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$400M
5
MU icon
Micron Technology
MU
+$288M

Sector Composition

1 Technology 19.83%
2 Consumer Discretionary 14.56%
3 Healthcare 13.14%
4 Financials 8.23%
5 Industrials 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$228K ﹤0.01%
+2,100
2027
$228K ﹤0.01%
3,748
-503
2028
$225K ﹤0.01%
68,994
-126,281
2029
$225K ﹤0.01%
+7,575
2030
$224K ﹤0.01%
+2,400
2031
$223K ﹤0.01%
74,814
+2,549
2032
$222K ﹤0.01%
+5,900
2033
$221K ﹤0.01%
+9,241
2034
$221K ﹤0.01%
+1,285
2035
$221K ﹤0.01%
+4,646
2036
$221K ﹤0.01%
+5,337
2037
$219K ﹤0.01%
+17,242
2038
$218K ﹤0.01%
+8,191
2039
$217K ﹤0.01%
+3,461
2040
$217K ﹤0.01%
+16,968
2041
$217K ﹤0.01%
+6,986
2042
$216K ﹤0.01%
+25,145
2043
$214K ﹤0.01%
+23,362
2044
$214K ﹤0.01%
33,868
-16,200
2045
$212K ﹤0.01%
+22,767
2046
$211K ﹤0.01%
4,150
-83,023
2047
$211K ﹤0.01%
+4,107
2048
$210K ﹤0.01%
8,500
-26,975
2049
$210K ﹤0.01%
+1,024
2050
$209K ﹤0.01%
+13,000
80 81
82
83 84