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
$122B
AUM Growth
+$18.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,366
New
Increased
Reduced
Closed

Top Buys

1 +$1.48B
2 +$610M
3 +$538M
4
NUAN
Nuance Communications, Inc.
NUAN
+$379M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$337M

Top Sells

1 +$1.14B
2 +$466M
3 +$420M
4
TSLA icon
Tesla
TSLA
+$251M
5
IPHI
INPHI CORPORATION
IPHI
+$242M

Sector Composition

1 Technology 23.15%
2 Financials 13.74%
3 Communication Services 10.15%
4 Consumer Discretionary 10.11%
5 Healthcare 9.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3001
$134K ﹤0.01%
5,855
+4,358
3002
$133K ﹤0.01%
13,174
-5,321
3003
$133K ﹤0.01%
4,682
+3,762
3004
$131K ﹤0.01%
22,658
-57,577
3005
$131K ﹤0.01%
12,203
+6,570
3006
$131K ﹤0.01%
6,331
-10,160
3007
$131K ﹤0.01%
19,175
-8,048
3008
$130K ﹤0.01%
198
+101
3009
$130K ﹤0.01%
13,484
-31,445
3010
$130K ﹤0.01%
2,844
+2,704
3011
$128K ﹤0.01%
5,850
-59,098
3012
$128K ﹤0.01%
+3,494
3013
$128K ﹤0.01%
7,268
+5,841
3014
$127K ﹤0.01%
3,707
3015
$127K ﹤0.01%
1,275
-1,990
3016
$127K ﹤0.01%
8,775
-972
3017
$126K ﹤0.01%
33,770
+21,016
3018
$125K ﹤0.01%
31,382
+14,770
3019
$125K ﹤0.01%
+1,755
3020
$125K ﹤0.01%
476
-722
3021
$124K ﹤0.01%
24,455
-94,713
3022
$124K ﹤0.01%
+613
3023
$124K ﹤0.01%
15,810
-76,953
3024
$124K ﹤0.01%
9,785
3025
$124K ﹤0.01%
1,902