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 8.48%
5 Communication Services 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2801
$671K ﹤0.01%
200,113
+23,036
2802
$669K ﹤0.01%
114,879
+19,964
2803
$667K ﹤0.01%
43,704
-8,277
2804
$666K ﹤0.01%
194,077
+24,628
2805
$666K ﹤0.01%
579,684
+54,818
2806
$659K ﹤0.01%
200,800
-6,579
2807
$659K ﹤0.01%
+28,785
2808
$658K ﹤0.01%
39,806
+3,050
2809
$658K ﹤0.01%
28,390
+3,092
2810
$656K ﹤0.01%
38,998
-719
2811
$655K ﹤0.01%
154,456
+19,533
2812
$654K ﹤0.01%
27,418
+3,800
2813
$651K ﹤0.01%
8,456
-1,178
2814
$650K ﹤0.01%
114,790
+10,328
2815
$649K ﹤0.01%
141,695
+19,006
2816
$645K ﹤0.01%
21,159
+1,516
2817
$643K ﹤0.01%
156,267
+61,035
2818
$642K ﹤0.01%
20,119
+2,545
2819
$642K ﹤0.01%
10,600
+10,343
2820
$640K ﹤0.01%
11,135
2821
$640K ﹤0.01%
22,743
+5,706
2822
$639K ﹤0.01%
103,571
+6,936
2823
$639K ﹤0.01%
20,286
2824
$638K ﹤0.01%
48,604
-202,208
2825
$638K ﹤0.01%
47,338
+13,351