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
$122B
AUM Growth
+$18.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,366
New
Increased
Reduced
Closed

Top Buys

1 +$1.48B
2 +$610M
3 +$538M
4
NUAN
Nuance Communications, Inc.
NUAN
+$379M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$337M

Top Sells

1 +$1.14B
2 +$466M
3 +$420M
4
TSLA icon
Tesla
TSLA
+$251M
5
IPHI
INPHI CORPORATION
IPHI
+$242M

Sector Composition

1 Technology 23.15%
2 Financials 13.74%
3 Communication Services 10.15%
4 Consumer Discretionary 10.11%
5 Healthcare 9.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2626
$338K ﹤0.01%
15,824
-3,134
2627
$337K ﹤0.01%
3,158
-2,391
2628
$337K ﹤0.01%
2,110
-4,063
2629
$336K ﹤0.01%
38,329
-52,521
2630
$335K ﹤0.01%
4,596
+4,496
2631
$334K ﹤0.01%
54,307
-75,945
2632
$334K ﹤0.01%
3,361
-4,424
2633
$333K ﹤0.01%
13,084
-3,658
2634
$333K ﹤0.01%
7,405
-30,461
2635
$333K ﹤0.01%
6,786
-17,880
2636
$332K ﹤0.01%
83,298
-32,140
2637
$332K ﹤0.01%
9,558
-7,467
2638
$331K ﹤0.01%
13,597
-4,040
2639
$330K ﹤0.01%
13,200
-18,988
2640
$329K ﹤0.01%
19,300
-1,757
2641
$326K ﹤0.01%
+23,976
2642
$325K ﹤0.01%
28,695
-22,050
2643
$325K ﹤0.01%
57,145
-14,730
2644
$324K ﹤0.01%
15,812
-15,632
2645
$324K ﹤0.01%
+24,056
2646
$324K ﹤0.01%
20,673
-20,386
2647
$322K ﹤0.01%
5,880
-39,047
2648
$322K ﹤0.01%
16,010
-317,649
2649
$322K ﹤0.01%
10,012
-13,445
2650
$320K ﹤0.01%
5,876
-1,828