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
2851
$122K ﹤0.01%
585
-264
2852
$121K ﹤0.01%
3,548
-1,483
2853
$121K ﹤0.01%
7,835
-3,317
2854
$121K ﹤0.01%
7,816
-2,859
2855
$121K ﹤0.01%
2,625
-1,677
2856
$121K ﹤0.01%
2,667
2857
$121K ﹤0.01%
2,645
2858
$121K ﹤0.01%
10,856
-11,723
2859
$121K ﹤0.01%
9,707
-1,364
2860
$120K ﹤0.01%
3,000
-1,825
2861
$120K ﹤0.01%
3,910
+439
2862
$119K ﹤0.01%
36,431
-4,541
2863
$119K ﹤0.01%
4,655
-1,867
2864
$119K ﹤0.01%
6,522
-2,507
2865
$118K ﹤0.01%
9,930
-4,366
2866
$118K ﹤0.01%
3,707
2867
$117K ﹤0.01%
4,734
-3,477
2868
$117K ﹤0.01%
4,241
-1,728
2869
$117K ﹤0.01%
4,502
-1,581
2870
$117K ﹤0.01%
92,100
-233,168
2871
$116K ﹤0.01%
+18,908
2872
$116K ﹤0.01%
13,277
+5,216
2873
$116K ﹤0.01%
532
-895
2874
$116K ﹤0.01%
2,537
-4,055
2875
$116K ﹤0.01%
589
-196