MWMARSHALL WACE, LLP
Institutional investor · Portfolio as of Q4 2023
Top Holdings2,111 positions
ISHARES TR | 16.7M | $8B | 13.5% | $439.21 | +5.05% | 3 qtrssince 2023-Q2 | Increased 96 |
AMAZON COM INC | 12.1M | $1.8B | 3.1% | $130.55 | +16.38% | 21 qtrssince 2018-Q4 | Increased 83 |
MICROSOFT CORP | 3.3M | $1.3B | 2.1% | $303.08 | +21.48% | 21 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 4.5M | $862.2M | 1.5% | $170.04 | +11.86% | 21 qtrssince 2018-Q4 | Increased 58 |
STATE STR SPDR S&P 500 ETF T | 1.6M | $750.2M | 1.3% | — | — | — | Increased — |
ALPHABET INC | 4.9M | $687.9M | 1.2% | $135.89 | +1.83% | 21 qtrssince 2018-Q4 | Increased 80 |
META PLATFORMS INC | 1.8M | $630.4M | 1.1% | $247.03 | +41.93% | 21 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC | 4.1M | $583.4M | 1.0% | $133.77 | +4.36% | 21 qtrssince 2018-Q4 | Increased 72 |
LAS VEGAS SANDS CORP | 10.8M | $531.6M | 0.9% | $45.65 | +1.92% | 3 qtrssince 2023-Q2 | Increased 71 |
D R HORTON INC | 3.3M | $504.6M | 0.9% | $140.02 | +5.45% | 3 qtrssince 2023-Q2 | Increased 71 |
ABBVIE INC | 3.2M | $491.7M | 0.8% | $135.19 | +4.39% | 21 qtrssince 2018-Q4 | Decreased 0 |
| 820,934 | $478.5M | 0.8% | — | — | — | New — | |
GE AEROSPACE | 3.7M | $467.3M | 0.8% | $75.97 | +31.89% | 8 qtrssince 2022-Q1 | Increased 45 |
ISHARES TR | 4.6M | $455.1M | 0.8% | — | — | — | Increased — |
MERCK & CO INC | 4M | $435M | 0.7% | $97.46 | +2.82% | 3 qtrssince 2023-Q2 | Increased 70 |
WALMART INC | 2.7M | $431.7M | 0.7% | $48.48 | +5.41% | 7 qtrssince 2022-Q2 | Decreased 0 |
INTEL CORP | 8.5M | $425.6M | 0.7% | $47.25 | +4.95% | 13 qtrssince 2020-Q4 | Increased 71 |
ELI LILLY & CO | 720,546 | $420M | 0.7% | $508.06 | +12.60% | 7 qtrssince 2022-Q2 | Increased 53 |
MICRON TECHNOLOGY INC | 4.9M | $415.4M | 0.7% | $66.46 | +27.37% | 13 qtrssince 2020-Q4 | Decreased 0 |
DANAHER CORP DEL | 1.8M | $411.3M | 0.7% | $220.24 | +3.32% | 6 qtrssince 2022-Q3 | Decreased 0 |
MARSHALL WACE, LLP manages $59B across 2111 positions as of Q4 2023. Top holdings: IVV (13.5%), AMZN (3.1%), MSFT (2.1%). Fund DNA: Diversified Scout. HoldingsIntel Score: 3.5/5.0.
Active quarter - 595 new positions, 604 exits, 478 increased. Top move: IVV (INCREASED, conviction 96). Portfolio: $59.0B across 2111 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
Verify source filings on SEC EDGAR