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Barclays

Barclays Portfolio holdings

AUM $280B
1-Year Est. Return 34.19%
 

Barclays PLC, founded in 1690 by goldsmith bankers in London, is a British multinational financial institution headquartered in London, operating as one of the world’s oldest banks with a significant presence in investment banking, retail banking, and wealth management. Managing billions in assets, Barclays serves millions of customers globally through its retail arm (notably in the UK) and its investment banking division, which excels in trading, mergers and acquisitions, and capital markets, competing with Wall Street giants. The bank has navigated challenges like the 2008 financial crisis—opting for private funding over a government bailout—and has since focused on restructuring, digital innovation, and sustainable finance initiatives. With a rich history and a modern global footprint, Barclays remains a key player in both UK and international financial markets.

This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+34.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$280B
AUM Growth
+$30.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,586
New
Increased
Reduced
Closed

Top Buys

1 +$42.5B
2 +$2.39B
3 +$1.17B
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.08B
5
JPM icon
JPMorgan Chase
JPM
+$808M

Top Sells

1 +$1.26B
2 +$843M
3 +$674M
4
GPN icon
Global Payments
GPN
+$623M
5
PLTR icon
Palantir
PLTR
+$577M

Sector Composition

1 Technology 26.94%
2 Financials 10.56%
3 Communication Services 8.22%
4 Consumer Discretionary 7.94%
5 Healthcare 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
EEM icon
1
iShares MSCI Emerging Markets ETF
EEM
$30B
$41.1B 14.7%
724,315,551
+722,708,342
NVDA icon
2
NVIDIA
NVDA
$4.71T
$14.5B 5.18%
83,050,662
+13,039,457
MSFT icon
3
Microsoft
MSFT
$2.62T
$9.24B 3.3%
24,964,429
+851,259
AAPL icon
4
Apple
AAPL
$4.04T
$9.21B 3.29%
36,270,766
+1,499,981
AMZN icon
5
Amazon
AMZN
$2.44T
$6.46B 2.31%
31,000,069
-3,830,701
GOOGL icon
6
Alphabet (Google) Class A
GOOGL
$4.17T
$5.89B 2.1%
20,476,578
-1,770,686
AVGO icon
7
Broadcom
AVGO
$1.8T
$5.04B 1.8%
16,274,836
-1,176,480
META icon
8
Meta Platforms (Facebook)
META
$1.38T
$4.37B 1.56%
7,630,294
-351,840
SPY icon
9
State Street SPDR S&P 500 ETF Trust
SPY
$755B
$4.25B 1.52%
6,532,151
+1,594,175
TSLA icon
10
Tesla
TSLA
$1.4T
$3.91B 1.4%
10,505,233
-3,063,323
GOOG icon
11
Alphabet (Google) Class C
GOOG
$4.15T
$3.87B 1.38%
13,485,774
+837,110
JPM icon
12
JPMorgan Chase
JPM
$898B
$3.65B 1.3%
12,411,127
+2,661,354
BRK.B icon
13
Berkshire Hathaway Class B
BRK.B
$1.05T
$2.96B 1.06%
6,181,244
-762,196
MU icon
14
Micron Technology
MU
$1.36T
$2.63B 0.94%
7,774,892
-901,596
V icon
15
Visa
V
$630B
$2.57B 0.92%
8,505,889
-776,588
AMD icon
16
Advanced Micro Devices
AMD
$857B
$2.33B 0.83%
11,465,537
-1,293,039
WMT icon
17
Walmart Inc
WMT
$925B
$2.06B 0.74%
16,599,102
+9,534,948
JNJ icon
18
Johnson & Johnson
JNJ
$591B
$1.66B 0.59%
6,786,107
+2,330,946
NFLX icon
19
Netflix
NFLX
$301B
$1.62B 0.58%
16,809,651
-6,258,090
AMAT icon
20
Applied Materials
AMAT
$525B
$1.48B 0.53%
4,339,735
-712,592
LLY icon
21
Eli Lilly
LLY
$1.01T
$1.44B 0.51%
1,563,625
+159,958
BAC icon
22
Bank of America
BAC
$412B
$1.4B 0.5%
28,705,101
+7,495,573
TMUS icon
23
T-Mobile US
TMUS
$197B
$1.39B 0.5%
6,610,449
+3,488,190
INTC icon
24
Intel
INTC
$659B
$1.38B 0.49%
31,364,093
+980,011
AEP icon
25
American Electric Power
AEP
$74.5B
$1.36B 0.49%
10,367,590
-259,251