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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
METAMeta Platforms Inc
Recent Activity
Decreased -26.93%
1.31%
$4.907B
8.572M shares@ $572.45 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
JPMJpmorgan Chase &amp Co.
Recent Activity
Decreased -11.25%
0.56%
$2.078B↓ Put
9.854M shares@ $210.86 avg price
AMDAdvanced Micro Devices Inc
Recent Activity
Decreased -15.81%
0.51%
$1.91B↓ Put
11.641M shares@ $164.08 avg price
UNHUnitedhealth Group Inc
Recent Activity
Increased 0.02%
0.51%
$1.905B
3.258M shares@ $584.69 avg price
EEMIshares Tr
Recent Activity
Increased 100.7%
0.5%
$1.877B↑ Call
40.929M shares@ $45.86 avg price
XOMExxon Mobil Corp
Recent Activity
Increased 1.86%
0.46%
$1.712B
14.604M shares@ $117.23 avg price