Institutional investor · Portfolio as of Q4 2019
Quarterly Portfolio Change
BARCLAYS PLC manages $91B across 4062 positions as of Q4 2019. Top holdings: SPY (6.4%), SPY (5.7%), QQQ (2.5%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
Active quarter - 186 new positions, 534 exits, 2533 increased. Top move: AAPL (INCREASED, conviction 64). Portfolio: $91.0B across 4062 positions.
Top holdings by portfolio weight
Funds with similar investing DNA
Best and worst performing positions by estimated return
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View plansCost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Portfolio allocation by GICS sector
Behavioral investing profile