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
$202B
AUM Growth
-$24.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,646
New
Increased
Reduced
Closed

Top Buys

1 +$3.92B
2 +$551M
3 +$406M
4
UNH icon
UnitedHealth
UNH
+$395M
5
AMD icon
Advanced Micro Devices
AMD
+$363M

Top Sells

1 +$4.41B
2 +$2.28B
3 +$2.02B
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.83B
5
FLUT icon
Flutter Entertainment
FLUT
+$962M

Sector Composition

1 Technology 31.54%
2 Consumer Discretionary 12.6%
3 Financials 12.44%
4 Industrials 8.49%
5 Communication Services 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2776
$698K ﹤0.01%
26,595
+642
2777
$697K ﹤0.01%
39,262
+6,862
2778
$697K ﹤0.01%
66,337
+15,683
2779
$693K ﹤0.01%
174,156
+11,187
2780
$693K ﹤0.01%
62,602
+6,524
2781
$693K ﹤0.01%
153,299
+15,008
2782
$692K ﹤0.01%
5,413
+424
2783
$691K ﹤0.01%
25,279
+2,144
2784
$690K ﹤0.01%
88,654
+7,237
2785
$689K ﹤0.01%
90,783
+1,510
2786
$688K ﹤0.01%
416,731
-7,546
2787
$685K ﹤0.01%
35,936
+2,621
2788
$685K ﹤0.01%
133,228
+983
2789
$685K ﹤0.01%
15,700
+1,503
2790
$683K ﹤0.01%
48,142
+4,312
2791
$682K ﹤0.01%
164,032
-1,733
2792
$682K ﹤0.01%
28,696
-50,680
2793
$681K ﹤0.01%
1,577
-847
2794
$680K ﹤0.01%
21,829
+1,048
2795
$678K ﹤0.01%
50,646
+9,674
2796
$676K ﹤0.01%
64,112
+55,415
2797
$675K ﹤0.01%
100,748
+13,906
2798
$674K ﹤0.01%
270,857
+38,291
2799
$674K ﹤0.01%
52,913
+11,069
2800
$672K ﹤0.01%
31,161
+3,083