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
$89.7B
AUM Growth
+$5.47B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,868
New
Increased
Reduced
Closed

Top Buys

1 +$1.12B
2 +$606M
3 +$542M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$409M
5
AAPL icon
Apple
AAPL
+$302M

Top Sells

1 +$2.23B
2 +$1.41B
3 +$1.26B
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$935M
5
DD icon
DuPont de Nemours
DD
+$669M

Sector Composition

1 Technology 20.31%
2 Financials 12.52%
3 Consumer Discretionary 10.54%
4 Communication Services 10.47%
5 Healthcare 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2576
$239K ﹤0.01%
3,827
+285
2577
$239K ﹤0.01%
14,324
+4,993
2578
$239K ﹤0.01%
28,996
-5,004
2579
$238K ﹤0.01%
11,499
+2,307
2580
$237K ﹤0.01%
15,555
-1,498
2581
$237K ﹤0.01%
11,966
-5,002
2582
$237K ﹤0.01%
16,170
-6,755
2583
$236K ﹤0.01%
1,268
-307
2584
$235K ﹤0.01%
74,907
-28,595
2585
$235K ﹤0.01%
12,739
-5,350
2586
$233K ﹤0.01%
14,653
-1,247
2587
$233K ﹤0.01%
24,217
-9,951
2588
$233K ﹤0.01%
17,328
-3,889
2589
$232K ﹤0.01%
2,393
-1,398
2590
$232K ﹤0.01%
14,867
-1,428
2591
$232K ﹤0.01%
7,757
+2,617
2592
$232K ﹤0.01%
11,897
-27,996
2593
$232K ﹤0.01%
6,042
2594
$231K ﹤0.01%
5,534
-2,170
2595
$230K ﹤0.01%
9,203
-311
2596
$230K ﹤0.01%
9,594
-1,739
2597
$226K ﹤0.01%
8,582
-3,597
2598
$226K ﹤0.01%
39,081
-13,402
2599
$226K ﹤0.01%
10,183
-3,061
2600
$225K ﹤0.01%
11,248
-4,547