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
$89.7B
AUM Growth
+$5.47B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,868
New
Increased
Reduced
Closed

Top Buys

1 +$1.12B
2 +$606M
3 +$542M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$409M
5
AAPL icon
Apple
AAPL
+$302M

Top Sells

1 +$2.23B
2 +$1.41B
3 +$1.26B
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$935M
5
DD icon
DuPont de Nemours
DD
+$669M

Sector Composition

1 Technology 20.31%
2 Financials 12.52%
3 Consumer Discretionary 10.54%
4 Communication Services 10.47%
5 Healthcare 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2751
$158K ﹤0.01%
5,301
-677
2752
$158K ﹤0.01%
10,249
-3,419
2753
$157K ﹤0.01%
4,240
-556,796
2754
$157K ﹤0.01%
6,126
-533
2755
$157K ﹤0.01%
20,571
-7,106
2756
$156K ﹤0.01%
9,783
-1,582
2757
$156K ﹤0.01%
+7,600
2758
$156K ﹤0.01%
7,318
-3,113
2759
$154K ﹤0.01%
97,147
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2760
$154K ﹤0.01%
10,815
-1,947
2761
$154K ﹤0.01%
20,150
+11,656
2762
$154K ﹤0.01%
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-30
2763
$153K ﹤0.01%
5,938
-2,231
2764
$153K ﹤0.01%
10,908
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2765
$153K ﹤0.01%
6,865
-1,142
2766
$153K ﹤0.01%
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2767
$153K ﹤0.01%
21,544
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2768
$152K ﹤0.01%
5,952
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2769
$152K ﹤0.01%
11,155
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$152K ﹤0.01%
17,642
-13,235
2771
$151K ﹤0.01%
+3,400
2772
$151K ﹤0.01%
109,999
-20,808
2773
$151K ﹤0.01%
1,891
2774
$151K ﹤0.01%
4,497
-1,787
2775
$150K ﹤0.01%
6,176
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