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Barclays

Barclays Portfolio holdings

AUM $280B
1-Year Est. Return 34.19%
 

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
+34.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$30.5B
AUM Growth
+$745M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,242
New
Increased
Reduced
Closed

Top Buys

1 +$376M
2 +$264M
3 +$263M
4
MSFT icon
Microsoft
MSFT
+$260M
5
BABA icon
Alibaba
BABA
+$172M

Top Sells

1 +$995M
2 +$261M
3 +$247M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$232M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$214M

Sector Composition

1 Technology 14.03%
2 Healthcare 11.93%
3 Financials 10.85%
4 Consumer Discretionary 8.35%
5 Energy 6.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2726
$19K ﹤0.01%
+18,125
2727
$19K ﹤0.01%
1,000
2728
$19K ﹤0.01%
750
2729
$19K ﹤0.01%
331
-5,938
2730
$19K ﹤0.01%
+1
2731
$19K ﹤0.01%
1,400
+565
2732
$19K ﹤0.01%
2,577
+2,477
2733
$19K ﹤0.01%
1,328
-4,672
2734
$19K ﹤0.01%
+10,000
2735
$19K ﹤0.01%
3,000
+2,963
2736
$19K ﹤0.01%
+2,272
2737
$18K ﹤0.01%
1,019
-3,125
2738
$18K ﹤0.01%
986
+910
2739
$18K ﹤0.01%
2,700
+2,496
2740
$18K ﹤0.01%
5,404
-29,068
2741
$18K ﹤0.01%
+1,800
2742
$18K ﹤0.01%
30
+20
2743
$18K ﹤0.01%
+1,359
2744
$18K ﹤0.01%
528
-456
2745
$18K ﹤0.01%
500
2746
$18K ﹤0.01%
+1,000
2747
$18K ﹤0.01%
+424
2748
$18K ﹤0.01%
1,024
+24
2749
$18K ﹤0.01%
799
2750
$18K ﹤0.01%
2,913
+2,870