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
$79.6B
AUM Growth
+$2.61B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,970
New
Increased
Reduced
Closed

Top Buys

1
+$1.13B
2
+$832M
3
+$360M
4
BA icon
Boeing
BA
+$352M
5
NFLX icon
Netflix
NFLX
+$333M

Top Sells

1
+$1.08B
2
+$680M
3
+$642M
4
AVGO icon
Broadcom
AVGO
+$452M
5
GEV icon
GE Vernova
GEV
+$439M

Sector Composition

1 Technology 21.23%
2 Consumer Discretionary 15.59%
3 Healthcare 13.1%
4 Financials 8.67%
5 Industrials 6.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$329K ﹤0.01%
1,125
-8,667
2027
$329K ﹤0.01%
+22,997
2028
$329K ﹤0.01%
+20,746
2029
$329K ﹤0.01%
+9,958
2030
$327K ﹤0.01%
+14,791
2031
$326K ﹤0.01%
+99,314
2032
$326K ﹤0.01%
9,622
-17,218
2033
$324K ﹤0.01%
+181,217
2034
$322K ﹤0.01%
+12,630
2035
$321K ﹤0.01%
+94,533
2036
$321K ﹤0.01%
10,976
-4,505
2037
$320K ﹤0.01%
+9,200
2038
$318K ﹤0.01%
3,427
+43
2039
$317K ﹤0.01%
45,500
-166,455
2040
$315K ﹤0.01%
+2,004
2041
$313K ﹤0.01%
+17,194
2042
$312K ﹤0.01%
+11,546
2043
$309K ﹤0.01%
9,055
-1,250
2044
$307K ﹤0.01%
+226,055
2045
$304K ﹤0.01%
+9,543
2046
$302K ﹤0.01%
91,616
+29,558
2047
$302K ﹤0.01%
+8,604
2048
$301K ﹤0.01%
8,987
-700,382
2049
$301K ﹤0.01%
+37,434
2050
$300K ﹤0.01%
19,723
+500
80 81
82
83 84