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
2876
$584K ﹤0.01%
82,573
+2,962
2877
$582K ﹤0.01%
164,315
+21,100
2878
$581K ﹤0.01%
81,710
+8,844
2879
$581K ﹤0.01%
41,529
+5,452
2880
$580K ﹤0.01%
41,602
-1,835
2881
$577K ﹤0.01%
+159,407
2882
$577K ﹤0.01%
68,062
+840
2883
$575K ﹤0.01%
13,672
-53,651
2884
$575K ﹤0.01%
83,598
-1,839
2885
$575K ﹤0.01%
122,070
-2,071
2886
$575K ﹤0.01%
170,979
+1,337
2887
$575K ﹤0.01%
87,099
+8,166
2888
$573K ﹤0.01%
82,695
+2,649
2889
$573K ﹤0.01%
32,881
+2,575
2890
$572K ﹤0.01%
20,584
+4,716
2891
$571K ﹤0.01%
46,396
+8,178
2892
$571K ﹤0.01%
34,757
+2,093
2893
$570K ﹤0.01%
259,008
+106,322
2894
$568K ﹤0.01%
35,727
+3,655
2895
$567K ﹤0.01%
109,339
+5,006
2896
$567K ﹤0.01%
106,019
+106,018
2897
$565K ﹤0.01%
14,224
+1,804
2898
$565K ﹤0.01%
19,159
+2,549
2899
$565K ﹤0.01%
15,853
+2,506
2900
$563K ﹤0.01%
12,506
+6