MWMARSHALL WACE, LLP
Institutional investor · Portfolio as of Q3 2024
Top Holdings2,443 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ISHARES CORE S&P 500 ETF | 23.2M | $13.4B | 16.3% | $468.66 | +20.52% | 6 qtrssince 2023-Q2 | Increased 64 |
MICROSOFT CORP | 6.2M | $2.6B | 3.2% | $363.65 | +16.61% | 24 qtrssince 2018-Q4 | Increased 62 |
AMAZON.COM INC | 12.7M | $2.4B | 2.9% | $137.55 | +36.66% | 24 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 9.1M | $2.1B | 2.6% | $188.71 | +22.44% | 24 qtrssince 2018-Q4 | Increased 62 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 2.9M | $1.6B | 2.0% | — | — | — | Increased — |
META PLATFORMS INC-CLASS A | 2.4M | $1.4B | 1.7% | $414.40 | +36.37% | 24 qtrssince 2018-Q4 | Increased 81 |
NVIDIA CORP | 10.7M | $1.3B | 1.6% | $118.41 | +2.49% | 21 qtrssince 2019-Q3 | Decreased 0 |
ALPHABET INC-CL A | 7M | $1.2B | 1.4% | $143.11 | +13.98% | 24 qtrssince 2018-Q4 | Increased 69 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 1.9M | $1.1B | 1.3% | $533.09 | +5.60% | 4 qtrssince 2023-Q4 | Increased 77 |
TESLA INC | 3.7M | $970.6M | 1.2% | $254.65 | +2.28% | 17 qtrssince 2020-Q3 | Increased 81 |
FLUTTER ENTMT PLC | 4M | $948.4M | 1.2% | $224.18 | +6.31% | 3 qtrssince 2024-Q1 | Increased 81 |
JOHNSON & JOHNSON | 5.3M | $854.3M | 1.0% | $144.97 | +7.17% | 4 qtrssince 2023-Q4 | Increased 65 |
ELI LILLY & CO | 910,132 | $806.3M | 1.0% | $710.86 | +22.91% | 10 qtrssince 2022-Q2 | Increased 51 |
BOSTON SCIENTIFIC CORP | 8.2M | $690.6M | 0.8% | $70.95 | +18.11% | 24 qtrssince 2018-Q4 | Increased 54 |
BROADCOM INC | 3.3M | $569.8M | 0.7% | $169.00 | +0.52% | 3 qtrssince 2024-Q1 | Increased 72 |
ADOBE INC | 1M | $541.5M | 0.7% | $509.96 | +1.53% | 24 qtrssince 2018-Q4 | Increased 47 |
ACCENTURE PLC-CL A | 1.3M | $463.5M | 0.6% | $336.73 | +1.00% | 2 qtrssince 2024-Q2 | Increased 71 |
ALPHABET INC-CL C | 2.7M | $453.4M | 0.6% | $134.19 | +22.56% | 24 qtrssince 2018-Q4 | Decreased 0 |
GE VERNOVA LLC | 1.7M | $438.6M | 0.5% | $170.98 | +45.68% | 2 qtrssince 2024-Q2 | Decreased 0 |
PFIZER INC | 14.7M | $426.3M | 0.5% | $24.84 | +1.73% | 2 qtrssince 2024-Q2 | Increased 71 |
MARSHALL WACE, LLP manages $82.1B across 2443 positions as of Q3 2024. Top holdings: IVV (16.3%), MSFT (3.2%), AMZN (2.9%). Fund DNA: Diversified Scout. HoldingsIntel Rating: 4/5.0.
Active quarter - 591 new positions, 595 exits, 798 increased. Top move: META (INCREASED, conviction 81). Portfolio: $82.1B across 2443 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer