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
2626
$211K ﹤0.01%
132,547
-13,072
2627
$211K ﹤0.01%
4,764
-2,012
2628
$211K ﹤0.01%
7,273
-3,038
2629
$210K ﹤0.01%
18,196
-7,703
2630
$210K ﹤0.01%
13,254
-1,338
2631
$209K ﹤0.01%
13,434
+2,631
2632
$208K ﹤0.01%
10,370
-17,281
2633
$207K ﹤0.01%
+30,000
2634
$206K ﹤0.01%
10,214
+4,442
2635
$206K ﹤0.01%
6,674
-2,814
2636
$206K ﹤0.01%
16,834
-1,672
2637
$206K ﹤0.01%
17,209
-4,200
2638
$205K ﹤0.01%
4,411
+2,105
2639
$204K ﹤0.01%
13,132
+3,081
2640
$204K ﹤0.01%
15,182
+3,742
2641
$203K ﹤0.01%
48,411
-233
2642
$203K ﹤0.01%
12,529
-1,899
2643
$202K ﹤0.01%
810
-684
2644
$202K ﹤0.01%
1,323
-182
2645
$202K ﹤0.01%
16,992
-88,352
2646
$201K ﹤0.01%
13,409
-35,424
2647
$200K ﹤0.01%
13,204
-5,438
2648
$200K ﹤0.01%
68,866
-34,276
2649
$198K ﹤0.01%
3,893
+443
2650
$197K ﹤0.01%
7,097
-2,974