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
$194B
AUM Growth
+$39.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,513
New
Increased
Reduced
Closed

Top Buys

1 +$1.51B
2 +$985M
3 +$890M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$774M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$736M

Top Sells

1 +$673M
2 +$615M
3 +$515M
4
NVDA icon
NVIDIA
NVDA
+$451M
5
ATVI
Activision Blizzard
ATVI
+$417M

Sector Composition

1 Technology 29.48%
2 Financials 11.51%
3 Consumer Discretionary 10.99%
4 Healthcare 10.02%
5 Communication Services 8.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2651
$826K ﹤0.01%
36,380
+25,469
2652
$826K ﹤0.01%
67,594
+55,497
2653
$826K ﹤0.01%
57,147
+44,109
2654
$824K ﹤0.01%
+11,869
2655
$823K ﹤0.01%
79,949
+45,900
2656
$822K ﹤0.01%
218,646
+66,318
2657
$820K ﹤0.01%
82,543
+69,611
2658
$817K ﹤0.01%
250,597
+119,801
2659
$817K ﹤0.01%
44,282
+20,760
2660
$816K ﹤0.01%
52,404
-10,000
2661
$815K ﹤0.01%
93,249
-7,164
2662
$815K ﹤0.01%
72,423
-107,986
2663
$814K ﹤0.01%
25,043
+15,759
2664
$808K ﹤0.01%
263,231
-314,861
2665
$807K ﹤0.01%
22,332
+17,262
2666
$806K ﹤0.01%
40,070
+25,592
2667
$806K ﹤0.01%
168,970
+3,827
2668
$805K ﹤0.01%
+63,780
2669
$798K ﹤0.01%
103,908
+75,882
2670
$797K ﹤0.01%
27,100
+18,651
2671
$797K ﹤0.01%
63,316
+36,354
2672
$796K ﹤0.01%
+125,927
2673
$795K ﹤0.01%
16,511
-2,523
2674
$794K ﹤0.01%
80,620
+25,220
2675
$794K ﹤0.01%
87,018
-1