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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
3126
$240K ﹤0.01%
3,470
+2,480
3127
$239K ﹤0.01%
14,936
-18,316
3128
$239K ﹤0.01%
36,789
-17,824
3129
$239K ﹤0.01%
2,500
3130
$238K ﹤0.01%
5,006
-4,549
3131
$237K ﹤0.01%
27,361
+3,384
3132
$237K ﹤0.01%
27,443
+16,103
3133
$236K ﹤0.01%
118,049
-92,374
3134
$236K ﹤0.01%
9,800
+8,600
3135
$236K ﹤0.01%
33,541
-10,947
3136
$235K ﹤0.01%
20,000
3137
$235K ﹤0.01%
143,524
-20,342
3138
$235K ﹤0.01%
12,954
-4,685
3139
$235K ﹤0.01%
19,920
-14,785
3140
$234K ﹤0.01%
21,459
-10,449
3141
$234K ﹤0.01%
80,524
-29,887
3142
$233K ﹤0.01%
102,707
-81,138
3143
$233K ﹤0.01%
6,321
-4,678
3144
$233K ﹤0.01%
225
-215
3145
$232K ﹤0.01%
38,528
-19,807
3146
$232K ﹤0.01%
48,514
-46,140
3147
$232K ﹤0.01%
8,234
-7,616
3148
$232K ﹤0.01%
1,328
-981
3149
$231K ﹤0.01%
525,963
+430,349
3150
$231K ﹤0.01%
1,418
-864