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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
$272B
AUM Growth
+$20.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,805
New
Increased
Reduced
Closed

Top Buys

1 +$712M
2 +$669M
3 +$635M
4
WMT icon
Walmart Inc
WMT
+$544M
5
PLTR icon
Palantir
PLTR
+$538M

Top Sells

1 +$2.34B
2 +$1.65B
3 +$1.45B
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.01B
5
AAPL icon
Apple
AAPL
+$833M

Sector Composition

1 Technology 34.72%
2 Financials 12.32%
3 Consumer Discretionary 11.56%
4 Communication Services 8.58%
5 Healthcare 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2526
$1.04M ﹤0.01%
29,767
-6,720
2527
$1.04M ﹤0.01%
3,700
2528
$1.03M ﹤0.01%
25,536
-431
2529
$1.03M ﹤0.01%
49,712
-11,431
2530
$1.03M ﹤0.01%
124,466
+2,353
2531
$1.03M ﹤0.01%
30,966
+8,209
2532
$1.03M ﹤0.01%
10,480
-2,704
2533
$1.03M ﹤0.01%
202,981
-240,698
2534
$1.03M ﹤0.01%
42,250
-13,730
2535
$1.02M ﹤0.01%
271,053
-24,971
2536
$1.02M ﹤0.01%
104,624
-51,216
2537
$1.02M ﹤0.01%
151,927
-64,338
2538
$1.02M ﹤0.01%
54,818
-17,127
2539
$1.02M ﹤0.01%
154,680
-321,341
2540
$1.01M ﹤0.01%
361,753
-52,914
2541
$1.01M ﹤0.01%
+175,483
2542
$1.01M ﹤0.01%
73,299
-11,486
2543
$1.01M ﹤0.01%
43,034
-8,795
2544
$1.01M ﹤0.01%
43,508
-11,978
2545
$1M ﹤0.01%
19,232
-2,106
2546
$1M ﹤0.01%
35,014
-11,379
2547
$998K ﹤0.01%
81,706
-37,304
2548
$994K ﹤0.01%
140,427
-13,010
2549
$994K ﹤0.01%
60,982
+6,992
2550
$993K ﹤0.01%
27,352
-12,839