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
$194B
AUM Growth
+$39.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,513
New
Increased
Reduced
Closed

Top Buys

1 +$1.51B
2 +$985M
3 +$890M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$774M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$736M

Top Sells

1 +$673M
2 +$615M
3 +$515M
4
NVDA icon
NVIDIA
NVDA
+$451M
5
ATVI
Activision Blizzard
ATVI
+$417M

Sector Composition

1 Technology 29.48%
2 Financials 11.51%
3 Consumer Discretionary 10.99%
4 Healthcare 10.02%
5 Communication Services 8.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2876
$522K ﹤0.01%
30,143
+26,656
2877
$521K ﹤0.01%
42,531
+38,316
2878
$521K ﹤0.01%
547,061
+481,828
2879
$521K ﹤0.01%
6,420
-830
2880
$519K ﹤0.01%
+28,109
2881
$519K ﹤0.01%
37,353
-780
2882
$519K ﹤0.01%
45,549
-67,129
2883
$518K ﹤0.01%
7,581
-57,474
2884
$514K ﹤0.01%
6,550
+5,714
2885
$513K ﹤0.01%
117,077
+62,533
2886
$512K ﹤0.01%
47,722
+29,800
2887
$512K ﹤0.01%
67,407
+16,239
2888
$511K ﹤0.01%
32,980
2889
$511K ﹤0.01%
40,265
+31,098
2890
$511K ﹤0.01%
19,519
+15,455
2891
$510K ﹤0.01%
13,154
+892
2892
$509K ﹤0.01%
58,335
+17,208
2893
$509K ﹤0.01%
142,070
+27,241
2894
$508K ﹤0.01%
11,359
+9,935
2895
$508K ﹤0.01%
55,192
-230,917
2896
$508K ﹤0.01%
40,353
+27,178
2897
$508K ﹤0.01%
9,200
+7,800
2898
$507K ﹤0.01%
18,619
-304
2899
$506K ﹤0.01%
174,490
+113,670
2900
$505K ﹤0.01%
30,500
-14,610