Institutional investor · Portfolio as of Q1 2024
Quarterly Portfolio Change
BARCLAYS PLC manages $221.4B across 4224 positions as of Q1 2024. Top holdings: MSFT (4.8%), QQQ (4.6%), AAPL (4.3%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
Active quarter - 167 new positions, 205 exits, 1091 increased. Top move: AAPL (INCREASED, conviction 74). Portfolio: $221.4B across 4224 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