Barclays

Barclays Portfolio holdings

AUM $249B
1-Year Est. Return 25.39%
 

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
+25.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$220B
AUM Growth
+$17.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,725
New
Increased
Reduced
Closed

Top Buys

1 +$3.85B
2 +$1.78B
3 +$1.57B
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.49B
5
MA icon
Mastercard
MA
+$1.09B

Top Sells

1 +$1.3B
2 +$650M
3 +$475M
4
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$432M
5
NRG icon
NRG Energy
NRG
+$387M

Sector Composition

1 Technology 28.21%
2 Financials 14.77%
3 Consumer Discretionary 11.75%
4 Healthcare 8.96%
5 Communication Services 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2651
$618K ﹤0.01%
140,090
-25,838
2652
$613K ﹤0.01%
255,550
-108,515
2653
$613K ﹤0.01%
50,344
-19,249
2654
$613K ﹤0.01%
152,863
-62,561
2655
$613K ﹤0.01%
85,124
+9,401
2656
$610K ﹤0.01%
59,860
-47,682
2657
$609K ﹤0.01%
17,570
-7,154
2658
$609K ﹤0.01%
50,473
-702,872
2659
$608K ﹤0.01%
3,560
+2,621
2660
$606K ﹤0.01%
116,838
-30,121
2661
$606K ﹤0.01%
85,175
+1,757
2662
$605K ﹤0.01%
33,309
-13,671
2663
$603K ﹤0.01%
57,960
-5,541
2664
$603K ﹤0.01%
31,926
-9,254
2665
$602K ﹤0.01%
64,606
-20,554
2666
$602K ﹤0.01%
124,653
+39,365
2667
$601K ﹤0.01%
22,495
-147,575
2668
$601K ﹤0.01%
57,356
-17,429
2669
$600K ﹤0.01%
49,632
-15,309
2670
$596K ﹤0.01%
69,346
-16,956
2671
$595K ﹤0.01%
60,105
+1,847
2672
$594K ﹤0.01%
49,916
-16,520
2673
$592K ﹤0.01%
101,919
-41,888
2674
$592K ﹤0.01%
308,135
-67,360
2675
$592K ﹤0.01%
34,157
+4,586