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
$71.1B
AUM Growth
+$8.44B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,680
New
Increased
Reduced
Closed

Top Buys

1 +$809M
2 +$675M
3 +$499M
4
GLD icon
SPDR Gold Trust
GLD
+$433M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$320M

Top Sells

1 +$486M
2 +$464M
3 +$412M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$336M
5
RTX icon
RTX Corp
RTX
+$285M

Sector Composition

1 Technology 15.77%
2 Financials 12.23%
3 Healthcare 11.25%
4 Consumer Discretionary 9.26%
5 Communication Services 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2926
$140K ﹤0.01%
4,187
-547
2927
$140K ﹤0.01%
103
-13
2928
$140K ﹤0.01%
3,029
-608
2929
$140K ﹤0.01%
10,443
-46,021
2930
$140K ﹤0.01%
8,212
-8,223
2931
$140K ﹤0.01%
18,996
+7,485
2932
$140K ﹤0.01%
17,499
+6,454
2933
$140K ﹤0.01%
10,723
-1,797
2934
$139K ﹤0.01%
7,946
-9,858
2935
$139K ﹤0.01%
11,791
+5,983
2936
$139K ﹤0.01%
4,031
+38
2937
$138K ﹤0.01%
12,844
-1,743
2938
$138K ﹤0.01%
19,360
+5,271
2939
$137K ﹤0.01%
22,920
+16,312
2940
$137K ﹤0.01%
13,232
+5,492
2941
$137K ﹤0.01%
36,334
+11,664
2942
$137K ﹤0.01%
661
-154
2943
$137K ﹤0.01%
5,299
-67,912
2944
$136K ﹤0.01%
5,643
+1,345
2945
$136K ﹤0.01%
12,283
+6,665
2946
$135K ﹤0.01%
35,743
-66,486
2947
$135K ﹤0.01%
5,135
+1,387
2948
$135K ﹤0.01%
20,043
+1,752
2949
$135K ﹤0.01%
4,413
-9,896
2950
$135K ﹤0.01%
4,835
-63