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
2701
$286K ﹤0.01%
19,291
-39,276
2702
$286K ﹤0.01%
42,181
-271,794
2703
$285K ﹤0.01%
2,242
-10,220
2704
$285K ﹤0.01%
2,180
+471
2705
$285K ﹤0.01%
2,839
-2,251
2706
$285K ﹤0.01%
19,236
-12,264
2707
$284K ﹤0.01%
+5,945
2708
$284K ﹤0.01%
93,973
-5,259
2709
$284K ﹤0.01%
17,737
-29,998
2710
$283K ﹤0.01%
15,061
-9,521
2711
$283K ﹤0.01%
13,198
-30,670
2712
$283K ﹤0.01%
+7,650
2713
$281K ﹤0.01%
16,019
-16,753
2714
$281K ﹤0.01%
23,195
-4,818
2715
$281K ﹤0.01%
2,567
-14
2716
$281K ﹤0.01%
+6,563
2717
$280K ﹤0.01%
2,070
+1,300
2718
$280K ﹤0.01%
+6,741
2719
$279K ﹤0.01%
37,957
+14,308
2720
$279K ﹤0.01%
15,365
-20,862
2721
$278K ﹤0.01%
14,591
-39,630
2722
$278K ﹤0.01%
+27,975
2723
$277K ﹤0.01%
16,551
-6,822
2724
$276K ﹤0.01%
+2,075
2725
$275K ﹤0.01%
19,829
-235,707