MWMARSHALL WACE, LLP
Institutional investor · Portfolio as of Q1 2022
Top Holdings3,268 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 5.3M | $918.9M | 1.7% | $161.56 | +5.70% | 14 qtrssince 2018-Q4 | Decreased 0 |
MICROSOFT CORP | 2.5M | $756.9M | 1.4% | $294.97 | +3.17% | 14 qtrssince 2018-Q4 | Decreased 0 |
AMAZON.COM INC | 216,749 | $706.6M | 1.3% | $155.79 | +6.75% | 14 qtrssince 2018-Q4 | Decreased 0 |
UNITEDHEALTH GROUP INC | 1.3M | $685.5M | 1.3% | $474.17 | +2.97% | 9 qtrssince 2020-Q1 | Increased 71 |
S&P GLOBAL INC | 1.5M | $632.2M | 1.2% | $425.29 | -4.58% | 14 qtrssince 2018-Q4 | Increased 75 |
WELLS FARGO & CO | 12.5M | $605.2M | 1.1% | $42.25 | +2.38% | 10 qtrssince 2019-Q4 | Increased 80 |
BROADCOM INC | 886,580 | $558.3M | 1.1% | $58.69 | -0.31% | 14 qtrssince 2018-Q4 | Increased 80 |
MERCK & CO. INC. | 6.8M | $556.8M | 1.1% | $73.48 | +0.04% | 3 qtrssince 2021-Q3 | Increased 80 |
AIRBNB INC-CLASS A | 2.7M | $467.3M | 0.9% | $167.63 | +2.46% | 6 qtrssince 2020-Q4 | Increased 71 |
VISA INC-CLASS A SHARES | 2M | $449.9M | 0.9% | $214.15 | +0.05% | 10 qtrssince 2019-Q4 | Increased 71 |
VERIZON COMMUNICATIONS INC | 8.6M | $440.4M | 0.8% | $39.94 | -0.44% | 7 qtrssince 2020-Q3 | Increased 71 |
BOSTON SCIENTIFIC CORP | 9.5M | $422.5M | 0.8% | $42.88 | +3.28% | 14 qtrssince 2018-Q4 | Increased 61 |
COMCAST CORP-CLASS A | 8.8M | $412.3M | 0.8% | $40.25 | -6.50% | 8 qtrssince 2020-Q2 | Increased 51 |
TESLA INC | 333,435 | $359.3M | 0.7% | $348.57 | +4.62% | 7 qtrssince 2020-Q3 | Increased 56 |
JOHNSON & JOHNSON | 2M | $348M | 0.7% | $151.59 | +6.05% | 5 qtrssince 2021-Q1 | Decreased 0 |
ALPHABET INC-CL A | 116,009 | $322.7M | 0.6% | $139.28 | +1.14% | 14 qtrssince 2018-Q4 | Decreased 0 |
INTERACTIVE BROKERS GRO-CL A | 4.5M | $296.2M | 0.6% | $18.33 | -10.09% | 8 qtrssince 2020-Q2 | Increased 45 |
BOOKING HOLDINGS INC | 125,790 | $295.4M | 0.6% | $92.55 | -0.61% | 9 qtrssince 2020-Q1 | Increased 70 |
WALMART INC | 2M | $293.1M | 0.6% | — | — | — | Increased — |
STARBUCKS CORP | 3.1M | $285.4M | 0.5% | $84.21 | -3.14% | 7 qtrssince 2020-Q3 | Increased 70 |
MARSHALL WACE, LLP manages $52.8B across 3268 positions as of Q1 2022. Top holdings: AAPL (1.7%), MSFT (1.4%), AMZN (1.3%). Fund DNA: Diversified Scout. HoldingsIntel Rating: 4/5.0.
Active quarter - 682 new positions, 1255 exits, 837 increased. Top move: WFC (INCREASED, conviction 80). Portfolio: $52.8B across 3268 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer