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
2101
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2102
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2103
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2104
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2105
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2106
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2109
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2110
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-37,900
2111
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2112
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2113
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2114
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2115
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2116
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2117
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2118
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2119
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2120
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2121
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2122
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-69,584
2123
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-444,789
2124
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0
2125
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0
83 84
85
86 87