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
$202B
AUM Growth
-$24.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,646
New
Increased
Reduced
Closed

Top Buys

1 +$3.92B
2 +$551M
3 +$406M
4
UNH icon
UnitedHealth
UNH
+$395M
5
AMD icon
Advanced Micro Devices
AMD
+$363M

Top Sells

1 +$4.41B
2 +$2.28B
3 +$2.02B
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.83B
5
FLUT icon
Flutter Entertainment
FLUT
+$962M

Sector Composition

1 Technology 31.54%
2 Consumer Discretionary 12.6%
3 Financials 12.44%
4 Industrials 8.49%
5 Communication Services 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3251
$285K ﹤0.01%
16,194
+2,127
3252
$285K ﹤0.01%
4,870
-172,833
3253
$285K ﹤0.01%
97,621
+12,924
3254
$284K ﹤0.01%
8,258
+1,659
3255
$284K ﹤0.01%
30,247
+4,184
3256
$284K ﹤0.01%
58,378
+49,964
3257
$283K ﹤0.01%
74,845
-9,727
3258
$282K ﹤0.01%
141,495
+13,756
3259
$281K ﹤0.01%
56,773
+7,756
3260
$280K ﹤0.01%
192,766
+22,521
3261
$278K ﹤0.01%
42,479
+4,152
3262
$277K ﹤0.01%
10,686
+1,350
3263
$276K ﹤0.01%
20,734
+320
3264
$275K ﹤0.01%
198,075
+24,371
3265
$274K ﹤0.01%
124,152
+14,155
3266
$274K ﹤0.01%
10,727
-4,507
3267
$273K ﹤0.01%
+84,000
3268
$273K ﹤0.01%
70,425
+10,393
3269
$272K ﹤0.01%
242,899
+53,546
3270
$272K ﹤0.01%
13,500
3271
$272K ﹤0.01%
73,255
+15,229
3272
$272K ﹤0.01%
13,250
3273
$272K ﹤0.01%
62,596
+9,507
3274
$271K ﹤0.01%
103,522
+11,084
3275
$271K ﹤0.01%
21,378
+2,311