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
$221B
AUM Growth
+$27.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,419
New
Increased
Reduced
Closed

Top Buys

1 +$3.11B
2 +$1.13B
3 +$972M
4
NVDA icon
NVIDIA
NVDA
+$894M
5
INTC icon
Intel
INTC
+$766M

Top Sells

1 +$565M
2 +$563M
3 +$507M
4
LLY icon
Eli Lilly
LLY
+$345M
5
PANW icon
Palo Alto Networks
PANW
+$334M

Sector Composition

1 Technology 31.39%
2 Financials 12.71%
3 Consumer Discretionary 10.47%
4 Healthcare 9.99%
5 Communication Services 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2751
$497K ﹤0.01%
112,438
-84,073
2752
$497K ﹤0.01%
13,348
-7,120
2753
$497K ﹤0.01%
10,969
-32,768
2754
$496K ﹤0.01%
14,436
-17,467
2755
$495K ﹤0.01%
35,847
-27,148
2756
$494K ﹤0.01%
200,795
-160,572
2757
$492K ﹤0.01%
87,745
-61,654
2758
$491K ﹤0.01%
12,784
-9,466
2759
$491K ﹤0.01%
42,746
-11,390
2760
$490K ﹤0.01%
7,850
-6,125
2761
$490K ﹤0.01%
+175,130
2762
$489K ﹤0.01%
6,892
-2,794
2763
$488K ﹤0.01%
214,409
-142,590
2764
$488K ﹤0.01%
104,340
-79,426
2765
$486K ﹤0.01%
151,505
-76,350
2766
$485K ﹤0.01%
23,580
-28,070
2767
$484K ﹤0.01%
42,810
-586
2768
$484K ﹤0.01%
21,131
-18,038
2769
$484K ﹤0.01%
245,717
2770
$483K ﹤0.01%
17,719
-8,228
2771
$482K ﹤0.01%
13,280
-9,407
2772
$482K ﹤0.01%
18,005
-6,924
2773
$481K ﹤0.01%
11,003
-8,598
2774
$480K ﹤0.01%
29,271
-34,731
2775
$479K ﹤0.01%
12,480
-6,077