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
$221B
AUM Growth
+$27.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,419
New
Increased
Reduced
Closed

Top Buys

1 +$3.11B
2 +$1.13B
3 +$972M
4
NVDA icon
NVIDIA
NVDA
+$894M
5
INTC icon
Intel
INTC
+$766M

Top Sells

1 +$565M
2 +$563M
3 +$507M
4
LLY icon
Eli Lilly
LLY
+$345M
5
PANW icon
Palo Alto Networks
PANW
+$334M

Sector Composition

1 Technology 31.39%
2 Financials 12.71%
3 Consumer Discretionary 10.47%
4 Healthcare 9.99%
5 Communication Services 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2501
$780K ﹤0.01%
260,636
-1,134
2502
$780K ﹤0.01%
172,358
+51,701
2503
$776K ﹤0.01%
74,066
-54,850
2504
$776K ﹤0.01%
49,297
-43,533
2505
$775K ﹤0.01%
22,989
-12,889
2506
$775K ﹤0.01%
17,368
+3,294
2507
$775K ﹤0.01%
36,638
-29,050
2508
$771K ﹤0.01%
31,743
-16,712
2509
$771K ﹤0.01%
181,748
-36,898
2510
$770K ﹤0.01%
23,275
-17,007
2511
$770K ﹤0.01%
61,317
-9,422
2512
$769K ﹤0.01%
20,123
-41,781
2513
$769K ﹤0.01%
569,892
-1,249,200
2514
$768K ﹤0.01%
76,614
-78,891
2515
$767K ﹤0.01%
24,598
-10,781
2516
$766K ﹤0.01%
49,763
-33,708
2517
$765K ﹤0.01%
117,261
+10,633
2518
$761K ﹤0.01%
17,411
-6,396
2519
$761K ﹤0.01%
6,559
-4,057
2520
$761K ﹤0.01%
209,768
-1,143
2521
$759K ﹤0.01%
43,935
-18,043
2522
$759K ﹤0.01%
43,696
-32,572
2523
$754K ﹤0.01%
45,946
-36,069
2524
$754K ﹤0.01%
+53,258
2525
$753K ﹤0.01%
+54,694