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
$61.6B
AUM Growth
-$7.22B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,785
New
Increased
Reduced
Closed

Top Buys

1 +$1.85B
2 +$1.14B
3 +$653M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$629M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$591M

Top Sells

1 +$1.17B
2 +$981M
3 +$416M
4
AMZN icon
Amazon
AMZN
+$402M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$338M

Sector Composition

1 Technology 14.51%
2 Healthcare 11.16%
3 Financials 11.03%
4 Communication Services 9.68%
5 Consumer Discretionary 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3201
$28K ﹤0.01%
2,300
-7,640
3202
$27K ﹤0.01%
+1,264
3203
$27K ﹤0.01%
+984
3204
$27K ﹤0.01%
1,453
-2,696
3205
$27K ﹤0.01%
805
-28,090
3206
$27K ﹤0.01%
5,509
+4,244
3207
$27K ﹤0.01%
1,699
-32,581
3208
$26K ﹤0.01%
+279
3209
$26K ﹤0.01%
1,700
-15,622
3210
$26K ﹤0.01%
+217
3211
$26K ﹤0.01%
3,228
-18,696
3212
$26K ﹤0.01%
1,469
-16,586
3213
$26K ﹤0.01%
450
3214
$26K ﹤0.01%
1,940
+368
3215
$26K ﹤0.01%
3,347
-52,933
3216
$26K ﹤0.01%
4,674
-56,125
3217
$26K ﹤0.01%
40,000
3218
$25K ﹤0.01%
1,920
-18,030
3219
$25K ﹤0.01%
1,587
-12,424
3220
$25K ﹤0.01%
1,355
-3,367
3221
$25K ﹤0.01%
1,300
-1,091
3222
$25K ﹤0.01%
778
-1,700
3223
$25K ﹤0.01%
1,686
-1,240
3224
$25K ﹤0.01%
31,714
-33,902
3225
$25K ﹤0.01%
8,201
-19,042