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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
2551
$991K ﹤0.01%
5,053
+8
2552
$985K ﹤0.01%
107,556
+14,507
2553
$982K ﹤0.01%
159,102
-22,444
2554
$981K ﹤0.01%
34,751
-12,298
2555
$981K ﹤0.01%
18,674
-1,268
2556
$979K ﹤0.01%
130,391
-114,246
2557
$978K ﹤0.01%
+59,105
2558
$978K ﹤0.01%
49,873
-11,990
2559
$977K ﹤0.01%
85,840
-27,808
2560
$972K ﹤0.01%
156,782
-214,432
2561
$967K ﹤0.01%
62,299
-742
2562
$966K ﹤0.01%
6,184
-15,377
2563
$965K ﹤0.01%
71,930
-23,465
2564
$961K ﹤0.01%
2,066
-569
2565
$959K ﹤0.01%
298,693
-51,201
2566
$959K ﹤0.01%
115,622
-21,092
2567
$957K ﹤0.01%
1,558
-2,503
2568
$957K ﹤0.01%
98,075
-17,773
2569
$954K ﹤0.01%
39,432
+2,394
2570
$953K ﹤0.01%
28,211
-4,184
2571
$949K ﹤0.01%
16,679
+7,670
2572
$948K ﹤0.01%
+5,288
2573
$947K ﹤0.01%
40,119
-13,463
2574
$946K ﹤0.01%
41,868
-320
2575
$941K ﹤0.01%
29,521
-16,634