MWMARSHALL WACE, LLP
Institutional investor · Portfolio as of Q4 2021
Top Holdings3,820 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 4.3M | $1.4B | 2.7% | $294.97 | +11.31% | 13 qtrssince 2018-Q4 | Increased 88 |
AMAZON.COM INC | 360,892 | $1.2B | 2.2% | $155.79 | +8.25% | 13 qtrssince 2018-Q4 | Increased 88 |
APPLE INC | 6.5M | $1.2B | 2.1% | $161.56 | +7.36% | 13 qtrssince 2018-Q4 | Increased 88 |
META PLATFORMS INC-CLASS A | 2.6M | $883.7M | 1.6% | $338.01 | +1.17% | 13 qtrssince 2018-Q4 | Increased 81 |
ALPHABET INC-CL A | 283,760 | $822.1M | 1.5% | $139.28 | +4.18% | 13 qtrssince 2018-Q4 | Increased 81 |
THERMO FISHER SCIENTIFIC INC | 1M | $696.5M | 1.3% | $543.04 | +21.19% | 13 qtrssince 2018-Q4 | Increased 80 |
ALPHABET INC-CL C | 229,779 | $664.9M | 1.2% | $140.14 | +3.41% | 13 qtrssince 2018-Q4 | Increased 80 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 1.1M | $541.8M | 1.0% | $450.41 | 0.00% | 1 qtr | New 72 |
NVIDIA CORP | 1.7M | $509.9M | 0.9% | $28.73 | +2.80% | 10 qtrssince 2019-Q3 | Increased 71 |
MICRON TECHNOLOGY INC | 5.4M | $507.3M | 0.9% | $89.54 | +2.46% | 5 qtrssince 2020-Q4 | Increased 71 |
UNITEDHEALTH GROUP INC | 861,798 | $432.7M | 0.8% | $466.29 | +1.12% | 8 qtrssince 2020-Q1 | Increased 71 |
JOHNSON & JOHNSON | 2.4M | $415M | 0.8% | $151.59 | +1.10% | 4 qtrssince 2021-Q1 | Increased 71 |
S&P GLOBAL INC | 876,875 | $413.8M | 0.8% | $440.04 | +3.37% | 13 qtrssince 2018-Q4 | Increased 71 |
GOLDMAN SACHS GROUP INC | 1M | $394.5M | 0.7% | $346.77 | +0.46% | 9 qtrssince 2019-Q4 | Increased 71 |
| 1.1M | $386.6M | 0.7% | $316.20 | +3.11% | 13 qtrssince 2018-Q4 | Increased 71 | |
Biohaven Ltd. | 2.8M | $385.7M | 0.7% | — | — | 12 qtrssince 2019-Q1 | Increased 45 |
COMCAST CORP-CLASS A | 7.6M | $381.1M | 0.7% | $40.68 | -1.04% | 7 qtrssince 2020-Q2 | Increased 71 |
INTERACTIVE BROKERS GRO-CL A | 4.4M | $346.2M | 0.6% | $18.39 | +6.50% | 7 qtrssince 2020-Q2 | Increased 71 |
ALIBABA GROUP HOLDING-SP ADR | 2.7M | $316.2M | 0.6% | $111.79 | 0.00% | 1 qtr | New 60 |
PFIZER INC | 5.3M | $314.6M | 0.6% | $41.98 | +8.90% | 4 qtrssince 2021-Q1 | Increased 70 |
MARSHALL WACE, LLP manages $54.2B across 3820 positions as of Q4 2021. Top holdings: MSFT (2.7%), AMZN (2.2%), AAPL (2.1%). Fund DNA: Diversified Scout. HoldingsIntel Rating: 4/5.0.
Active quarter - 1442 new positions, 671 exits, 996 increased. Top move: MSFT (INCREASED, conviction 88). Portfolio: $54.2B across 3820 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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