MWMARSHALL WACE, LLP
Institutional investor · Portfolio as of Q4 2023
Top Holdings2,111 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ISHARES CORE S&P 500 ETF | 16.7M | $8B | 13.5% | $441.37 | +5.40% | 3 qtrssince 2023-Q2 | Increased 96 |
AMAZON.COM INC | 12.1M | $1.8B | 3.1% | $122.47 | +24.06% | 21 qtrssince 2018-Q4 | Increased 83 |
MICROSOFT CORP | 3.3M | $1.3B | 2.1% | $303.19 | +22.21% | 21 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 4.5M | $862.2M | 1.5% | $172.39 | +10.33% | 21 qtrssince 2018-Q4 | Increased 58 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 1.6M | $750.2M | 1.3% | — | — | — | Increased — |
ALPHABET INC-CL A | 4.9M | $687.9M | 1.2% | $125.83 | +10.18% | 21 qtrssince 2018-Q4 | Increased 80 |
META PLATFORMS INC-CLASS A | 1.8M | $630.4M | 1.1% | $246.59 | +42.54% | 21 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL C | 4.1M | $583.4M | 1.0% | $128.22 | +9.09% | 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 |
DR 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 — | |
GENERAL ELECTRIC CO COM STOCK | 3.7M | $467.3M | 0.8% | $75.38 | +33.48% | 8 qtrssince 2022-Q1 | Increased 45 |
ISHARES 20 PLUS YEAR TREASURY BD | 4.6M | $455.1M | 0.8% | — | — | — | Increased — |
MERCK & CO. INC. | 4M | $435M | 0.7% | $99.40 | +2.90% | 3 qtrssince 2023-Q2 | Increased 70 |
WALMART INC | 2.7M | $431.7M | 0.7% | $48.64 | +5.76% | 7 qtrssince 2022-Q2 | Decreased 0 |
INTEL CORP | 8.5M | $425.6M | 0.7% | $47.24 | +4.97% | 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% | $66.55 | +27.27% | 13 qtrssince 2020-Q4 | Decreased 0 |
DANAHER CORP | 1.8M | $411.3M | 0.7% | $221.27 | +3.45% | 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 Rating: 4/5.0.
Active quarter - 592 new positions, 600 exits, 477 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
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.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer