Barclays

Barclays Portfolio holdings

AUM $272B
1-Year Est. Return 16.92%
 

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
+16.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$53B
AUM Growth
+$2.68B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,682
New
Increased
Reduced
Closed

Top Buys

1 +$657M
2 +$243M
3 +$208M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$206M
5
SHPG
Shire pic
SHPG
+$199M

Top Sells

1 +$429M
2 +$208M
3 +$194M
4
TWTR
Twitter, Inc.
TWTR
+$154M
5
WY icon
Weyerhaeuser
WY
+$129M

Sector Composition

1 Healthcare 10.64%
2 Energy 9.26%
3 Technology 8.68%
4 Financials 6.68%
5 Consumer Discretionary 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3076
$30K ﹤0.01%
597
-1,055
3077
$30K ﹤0.01%
1,487
-2,230
3078
$30K ﹤0.01%
+2,300
3079
$30K ﹤0.01%
1,476
-3,612
3080
$30K ﹤0.01%
672
+330
3081
$30K ﹤0.01%
7,558
+6,945
3082
$30K ﹤0.01%
1,284
+502
3083
$30K ﹤0.01%
414
-1,181
3084
$30K ﹤0.01%
786
+342
3085
$30K ﹤0.01%
459
-659
3086
$30K ﹤0.01%
10,341
-13,106
3087
$30K ﹤0.01%
6,134
+4,924
3088
$29K ﹤0.01%
770
-307
3089
$29K ﹤0.01%
686
+381
3090
$29K ﹤0.01%
2,673
-56
3091
$29K ﹤0.01%
9,706
-10,603
3092
$29K ﹤0.01%
501
+228
3093
$29K ﹤0.01%
432
3094
$29K ﹤0.01%
2,645
-249
3095
$29K ﹤0.01%
2,859
-1,788
3096
$29K ﹤0.01%
1,101
+543
3097
$29K ﹤0.01%
1,500
3098
$29K ﹤0.01%
+5,700
3099
$29K ﹤0.01%
1,221
-664
3100
$29K ﹤0.01%
2,900
-6,700