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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
$272B
AUM Growth
+$20.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,805
New
Increased
Reduced
Closed

Top Buys

1 +$712M
2 +$669M
3 +$635M
4
WMT icon
Walmart Inc
WMT
+$544M
5
PLTR icon
Palantir
PLTR
+$538M

Top Sells

1 +$2.34B
2 +$1.65B
3 +$1.45B
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.01B
5
AAPL icon
Apple
AAPL
+$833M

Sector Composition

1 Technology 34.72%
2 Financials 12.32%
3 Consumer Discretionary 11.56%
4 Communication Services 8.58%
5 Healthcare 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3126
$339K ﹤0.01%
12,313
-6,017
3127
$339K ﹤0.01%
9,988
-1,658
3128
$338K ﹤0.01%
123,981
-17,239
3129
$338K ﹤0.01%
38,585
-11,171
3130
$338K ﹤0.01%
16,447
-2,284
3131
$337K ﹤0.01%
11,006
-830
3132
$337K ﹤0.01%
+55,958
3133
$337K ﹤0.01%
22,750
-3,795
3134
$336K ﹤0.01%
2,500
3135
$336K ﹤0.01%
21,118
-4,697
3136
$336K ﹤0.01%
74,443
-13,138
3137
$336K ﹤0.01%
66,601
+31,076
3138
$335K ﹤0.01%
5,029
-11,690
3139
$335K ﹤0.01%
5,200
3140
$335K ﹤0.01%
90,462
-17,859
3141
$334K ﹤0.01%
232,260
-19,228
3142
$333K ﹤0.01%
83,368
-6,692
3143
$332K ﹤0.01%
29,632
-4,230
3144
$331K ﹤0.01%
52,627
-16,339
3145
$330K ﹤0.01%
3,610
+533
3146
$330K ﹤0.01%
18,958
+5,840
3147
$330K ﹤0.01%
20,803
-762
3148
$329K ﹤0.01%
31,329
-6,203
3149
$329K ﹤0.01%
208,206
-12,977
3150
$329K ﹤0.01%
62,297
-14,104