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
2426
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-463,049
2427
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-20,273
2428
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-14,250
2429
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2430
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0
2431
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-10,031
2432
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-9,631
2433
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-81,242
2434
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0
2435
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-559,071
2436
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-114,651
2437
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-52,645
2438
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-200,698
2439
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0
2440
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-66,100
2441
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-37,553
2442
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2443
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2444
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2445
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-651,144
2446
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-589,867
2447
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-39,717
2448
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-16,301
2449
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0
2450
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-13,144
96 97
98
99 100