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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
$30.5B
AUM Growth
+$745M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,242
New
Increased
Reduced
Closed

Top Buys

1 +$376M
2 +$264M
3 +$263M
4
MSFT icon
Microsoft
MSFT
+$260M
5
BABA icon
Alibaba
BABA
+$172M

Top Sells

1 +$995M
2 +$261M
3 +$247M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$232M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$214M

Sector Composition

1 Technology 14.03%
2 Healthcare 11.93%
3 Financials 10.85%
4 Consumer Discretionary 8.35%
5 Energy 6.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2576
$36K ﹤0.01%
7,297
+508
2577
$36K ﹤0.01%
1,858
2578
$36K ﹤0.01%
6,485
-415
2579
$35K ﹤0.01%
+3,889
2580
$35K ﹤0.01%
1,167
-3,787
2581
$35K ﹤0.01%
966
-519
2582
$34K ﹤0.01%
1,059
-1,515
2583
$34K ﹤0.01%
+145
2584
$34K ﹤0.01%
2,016
+1,798
2585
$34K ﹤0.01%
967
-2,326
2586
$34K ﹤0.01%
843
-356
2587
$34K ﹤0.01%
+196
2588
$34K ﹤0.01%
8,218
+4,676
2589
$34K ﹤0.01%
1,294
-9,552
2590
$34K ﹤0.01%
+5,601
2591
$34K ﹤0.01%
5,725
2592
$33K ﹤0.01%
4,800
+3,900
2593
$33K ﹤0.01%
+6,698
2594
$33K ﹤0.01%
510
2595
$33K ﹤0.01%
+1,110
2596
$33K ﹤0.01%
1,700
-142
2597
$33K ﹤0.01%
1,356
-2,893
2598
$33K ﹤0.01%
1,516
-6,036
2599
$33K ﹤0.01%
2,678
+1,235
2600
$33K ﹤0.01%
1,204
+1,200