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Barclays

Barclays Portfolio holdings

AUM $280B
1-Year Est. Return 34.19%
 

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
+34.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$221B
AUM Growth
+$27.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,419
New
Increased
Reduced
Closed

Top Buys

1 +$3.11B
2 +$1.13B
3 +$972M
4
NVDA icon
NVIDIA
NVDA
+$894M
5
INTC icon
Intel
INTC
+$766M

Top Sells

1 +$565M
2 +$563M
3 +$507M
4
LLY icon
Eli Lilly
LLY
+$345M
5
PANW icon
Palo Alto Networks
PANW
+$334M

Sector Composition

1 Technology 31.39%
2 Financials 12.71%
3 Consumer Discretionary 10.47%
4 Healthcare 9.99%
5 Communication Services 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3101
$252K ﹤0.01%
42,094
-25,901
3102
$252K ﹤0.01%
5,794
3103
$251K ﹤0.01%
4,478
-4,323
3104
$251K ﹤0.01%
4,970
3105
$250K ﹤0.01%
3,717
+145
3106
$250K ﹤0.01%
14,511
3107
$250K ﹤0.01%
4,385
-3,869
3108
$249K ﹤0.01%
11,063
-8,456
3109
$249K ﹤0.01%
3,310
3110
$248K ﹤0.01%
7,502
-6,336
3111
$247K ﹤0.01%
4,065
-2,850
3112
$247K ﹤0.01%
31,175
-18,560
3113
$247K ﹤0.01%
29,078
+3,139
3114
$247K ﹤0.01%
20,377
-17,579
3115
$247K ﹤0.01%
14,120
-27,180
3116
$244K ﹤0.01%
17,650
-13,031
3117
$243K ﹤0.01%
6,097
+130
3118
$243K ﹤0.01%
32,452
-25,902
3119
$243K ﹤0.01%
11,752
+6,737
3120
$242K ﹤0.01%
28,654
+273
3121
$242K ﹤0.01%
14,659
-5,987
3122
$242K ﹤0.01%
6,978
-6,679
3123
$241K ﹤0.01%
59,735
-23,635
3124
$241K ﹤0.01%
12,298
-11,755
3125
$240K ﹤0.01%
75,345
-45,992