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Suejean Mott

@Barclays Plc

Latest period2024 - Q3ReportedManaged Assets$376.799BTotal holdings4438
Assets growth rate15.2%Assets growth rate (2-Q avg)14.47%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Barclays Plc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 4438 positions.

Assets under management

The assets under management (AUM) of Barclays Plc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 376.799B in assets, with a quarterly growth rate of 15.2% and a 2-quarter average growth rate of 14.47%. The portfolio is managed by Suejean Mott, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SPYSpdr S&ampp 500 Etf Tr
Recent Activity
Increased 52.54%
21.82%
$82.194B
143.255M shares@ $573.77 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 6.52%
3.88%
$14.613B↑ Call
33.96M shares@ $430.3 avg price
IWMIshares Tr
Recent Activity
Increased 5.7%
3.84%
$14.462B↑ Call
65.473M shares@ $220.89 avg price
AAPLApple Inc
Recent Activity
Increased 0.82%
3.73%
$14.02B↓ Put
60.17M shares@ $233.0 avg price
TSLATesla Inc
Recent Activity
Increased 12.47%
1.52%
$5.707B↓ Put
21.812M shares@ $261.63 avg price
HYGIshares Tr
Recent Activity
Increased 39.92%
1.46%
$5.464B
68.045M shares@ $80.31 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 11.91%
0.95%
$3.548B
7.708M shares@ $460.26 avg price
AVGOBroadcom Inc
Recent Activity
Increased 834.61%
0.83%
$3.108B
18.019M shares@ $172.5 avg price
VVisa Inc
Recent Activity
Increased 9.28%
0.79%
$2.951B
10.732M shares@ $274.96 avg price
GOOGAlphabet Inc
Recent Activity
Increased 10.61%
0.74%
$2.762B↓ Put
16.52M shares@ $167.19 avg price