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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
PSXPhillips 66
Recent Activity
Decreased -9.77%
0.25%
$919.306M
6.994M shares@ $131.45 avg price
DISDisney Walt Co
Recent Activity
Increased 61.38%
0.24%
$902.856M
9.386M shares@ $96.19 avg price
LOWLowes Cos Inc
Recent Activity
Increased 16.05%
0.24%
$889.667M
3.285M shares@ $270.85 avg price
AMGNAmgen Inc
Recent Activity
Increased 10.9%
0.24%
$886.703M↓ Put
2.752M shares@ $322.21 avg price
NKENike Inc
Recent Activity
Increased 10.65%
0.24%
$885.75M
10.02M shares@ $88.41 avg price
DHRDanaher Corporation
Recent Activity
Increased 3.67%
0.24%
$883.536M
3.178M shares@ $278.03 avg price
XLPSelect Sector Spdr Tr
Recent Activity
Decreased -24.84%
0.23%
$854.795M
10.299M shares@ $83.0 avg price
PEPPepsico Inc
Recent Activity
Decreased -17.95%
0.23%
$844.424M
4.966M shares@ $170.06 avg price
CSCOCisco Sys Inc
Recent Activity
Increased 1.96%
0.22%
$828.784M↑ Call
15.573M shares@ $53.22 avg price
SBUXStarbucks Corp
Recent Activity
Decreased -65.01%
0.22%
$823.075M↓ Put
8.443M shares@ $97.49 avg price