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
2776
$477K ﹤0.01%
29,675
-19,120
2777
$477K ﹤0.01%
171,583
+34,417
2778
$477K ﹤0.01%
20,988
-15,392
2779
$475K ﹤0.01%
15,920
-4,862
2780
$475K ﹤0.01%
76,427
-50,986
2781
$473K ﹤0.01%
35,907
-42,462
2782
$472K ﹤0.01%
30,670
+11,109
2783
$472K ﹤0.01%
24,779
-16,326
2784
$468K ﹤0.01%
16,063
-8,980
2785
$465K ﹤0.01%
32,092
-23,100
2786
$465K ﹤0.01%
76,759
-21,893
2787
$463K ﹤0.01%
34,279
-21,330
2788
$462K ﹤0.01%
20,965
-32,001
2789
$462K ﹤0.01%
26,236
-15,842
2790
$461K ﹤0.01%
6,776
-5,093
2791
$460K ﹤0.01%
20,037
2792
$459K ﹤0.01%
+20,558
2793
$459K ﹤0.01%
92,653
-44,528
2794
$458K ﹤0.01%
51,512
-28,437
2795
$458K ﹤0.01%
31,185
-22,309
2796
$456K ﹤0.01%
158,818
-50,759
2797
$456K ﹤0.01%
158,756
-20,384
2798
$455K ﹤0.01%
169,881
-365,226
2799
$455K ﹤0.01%
33,154
-21,045
2800
$455K ﹤0.01%
+9,225