MWMARSHALL WACE, LLP
Institutional investor · Portfolio as of Q4 2022
Top Holdings2,872 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 4.9M | $634.9M | 1.4% | $161.39 | -20.90% | 17 qtrssince 2018-Q4 | Decreased 0 |
AMAZON.COM INC | 7.5M | $626.6M | 1.4% | $100.24 | -16.20% | 17 qtrssince 2018-Q4 | Increased 73 |
INVESCO QQQ TRUST SERIES 1 CL USD INC | 1.9M | $494.8M | 1.1% | — | — | — | Decreased — |
MICROSOFT CORP | 1.9M | $454.8M | 1.0% | $291.44 | -19.63% | 17 qtrssince 2018-Q4 | Decreased 0 |
THE CIGNA GROUP | 1.2M | $405.2M | 0.9% | $251.56 | +24.70% | 7 qtrssince 2021-Q2 | Decreased 0 |
GILEAD SCIENCES INC | 4.4M | $380.3M | 0.9% | $58.84 | +31.29% | 9 qtrssince 2020-Q4 | Increased 56 |
VISA INC-CLASS A SHARES | 1.7M | $353.8M | 0.8% | $199.48 | +1.21% | 13 qtrssince 2019-Q4 | Increased 45 |
BIOGEN IDEC INC | 1.2M | $344.5M | 0.8% | $272.80 | +1.51% | 17 qtrssince 2018-Q4 | Increased 71 |
MCKESSON CORP | 914,258 | $343M | 0.8% | $327.84 | +12.76% | 5 qtrssince 2021-Q4 | Increased 69 |
NIKE INC -CL B | 2.8M | $332.9M | 0.7% | $107.11 | +3.60% | 17 qtrssince 2018-Q4 | Increased 70 |
CHEVRON CORP | 1.8M | $331.7M | 0.7% | $130.93 | +18.60% | 10 qtrssince 2020-Q3 | Increased 57 |
LULULEMON ATHLETICA INC | 1M | $322.7M | 0.7% | $332.74 | -3.72% | 5 qtrssince 2021-Q4 | Decreased 0 |
EXXON MOBIL CORP | 2.9M | $322.6M | 0.7% | $98.10 | +0.75% | 2 qtrssince 2022-Q3 | Increased 70 |
EDWARDS LIFESCIENCES CORP | 4.2M | $309.9M | 0.7% | $88.92 | -16.09% | 8 qtrssince 2021-Q1 | Increased 51 |
BANK OF AMERICA CORP | 9M | $298.3M | 0.7% | $30.88 | -0.87% | 9 qtrssince 2020-Q4 | Decreased 0 |
CITIGROUP INC | 6.3M | $285.8M | 0.6% | $39.79 | +0.42% | 17 qtrssince 2018-Q4 | Increased 70 |
ACTIVISION BLIZZARD INC | 3.7M | $284.9M | 0.6% | — | — | 7 qtrssince 2021-Q2 | Increased 57 |
NVIDIA CORP | 1.9M | $271.3M | 0.6% | $18.33 | -20.34% | 14 qtrssince 2019-Q3 | Increased 70 |
ALIBABA GROUP HOLDING-SP ADR | 3.1M | $270.8M | 0.6% | $83.87 | -1.16% | 5 qtrssince 2021-Q4 | Increased 70 |
BOSTON SCIENTIFIC CORP | 5.8M | $269.4M | 0.6% | $42.83 | +8.03% | 17 qtrssince 2018-Q4 | Decreased 0 |
MARSHALL WACE, LLP manages $44.5B across 2872 positions as of Q4 2022. Top holdings: AAPL (1.4%), AMZN (1.4%), QQQ (1.1%). Fund DNA: Diversified Scout. HoldingsIntel Rating: 4/5.0.
Active quarter - 609 new positions, 829 exits, 594 increased. Top move: AMZN (INCREASED, conviction 73). Portfolio: $44.5B across 2872 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