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
2151
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0
2152
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-4,422
2153
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-28,000
2154
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2155
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2156
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2157
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2158
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0
2159
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-65,127
2160
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-391,964
2161
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0
2162
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-136,689
2163
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-5,680
2164
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-84,744
2165
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-43,807
2166
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-1,744,772
2167
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-5,680
2168
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-1,042,330
2169
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-171,976
2170
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-22,497
2171
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2172
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-132,211
2173
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-35,467
2174
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-19,400
2175
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-10,130
85 86
87
88 89