Barclays

Barclays Portfolio holdings

AUM $249B
1-Year Est. Return 29.74%
 

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
+29.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$220B
AUM Growth
+$17.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,725
New
Increased
Reduced
Closed

Top Buys

1 +$3.85B
2 +$1.78B
3 +$1.57B
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.49B
5
MA icon
Mastercard
MA
+$1.09B

Top Sells

1 +$1.3B
2 +$650M
3 +$475M
4
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$432M
5
NRG icon
NRG Energy
NRG
+$387M

Sector Composition

1 Technology 28.21%
2 Financials 14.77%
3 Consumer Discretionary 11.75%
4 Healthcare 8.96%
5 Communication Services 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2476
$854K ﹤0.01%
186,968
-33,763
2477
$852K ﹤0.01%
126,579
+22,265
2478
$849K ﹤0.01%
25,777
+465
2479
$846K ﹤0.01%
+16,800
2480
$845K ﹤0.01%
34,712
-16,493
2481
$843K ﹤0.01%
53,539
-26,981
2482
$842K ﹤0.01%
501,443
+182,960
2483
$841K ﹤0.01%
58,713
-21,488
2484
$841K ﹤0.01%
34,808
-18,152
2485
$838K ﹤0.01%
32,329
-4,928
2486
$835K ﹤0.01%
114,959
+31,361
2487
$834K ﹤0.01%
77,186
-27,432
2488
$834K ﹤0.01%
169,411
+15,979
2489
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22,506
-9,175
2490
$831K ﹤0.01%
114,010
-34,705
2491
$831K ﹤0.01%
69,879
-29,033
2492
$829K ﹤0.01%
37,273
-14,863
2493
$826K ﹤0.01%
280,985
2494
$825K ﹤0.01%
239,834
-32,475
2495
$825K ﹤0.01%
6,240
-6,984
2496
$824K ﹤0.01%
107,045
-28,196
2497
$824K ﹤0.01%
33,494
-9,457
2498
$823K ﹤0.01%
23,091
-603
2499
$823K ﹤0.01%
31,100
+24,333
2500
$823K ﹤0.01%
55,257
-16,816