Barclays

Barclays Portfolio holdings

AUM $249B
1-Year Est. Return 25.39%
 

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
+25.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$220B
AUM Growth
+$17.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,725
New
Increased
Reduced
Closed

Top Buys

1 +$3.85B
2 +$1.78B
3 +$1.57B
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.49B
5
MA icon
Mastercard
MA
+$1.09B

Top Sells

1 +$1.3B
2 +$650M
3 +$475M
4
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$432M
5
NRG icon
NRG Energy
NRG
+$387M

Sector Composition

1 Technology 28.21%
2 Financials 14.77%
3 Consumer Discretionary 11.75%
4 Healthcare 8.96%
5 Communication Services 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3251
$191K ﹤0.01%
126,602
-56,358
3252
$190K ﹤0.01%
24,658
-3,429
3253
$190K ﹤0.01%
8,934
-4,275
3254
$190K ﹤0.01%
700
3255
$189K ﹤0.01%
14,369
-4,730
3256
$189K ﹤0.01%
109,012
-49,914
3257
$188K ﹤0.01%
3,387
3258
$188K ﹤0.01%
14,351
+14,350
3259
$188K ﹤0.01%
9,849
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3260
$188K ﹤0.01%
15,039
-4,195
3261
$188K ﹤0.01%
3,347
-1,936
3262
$188K ﹤0.01%
6,231
+1,422
3263
$187K ﹤0.01%
53,796
-26,629
3264
$186K ﹤0.01%
230,990
-69,202
3265
$186K ﹤0.01%
122,516
-64,387
3266
$186K ﹤0.01%
6,108
-2,998
3267
$186K ﹤0.01%
13,283
-5,558
3268
$186K ﹤0.01%
+7,432
3269
$185K ﹤0.01%
14,501
-7,202
3270
$184K ﹤0.01%
65,771
-8,156
3271
$184K ﹤0.01%
4,000
3272
$184K ﹤0.01%
84,000
3273
$184K ﹤0.01%
47,474
+1,779
3274
$183K ﹤0.01%
103,974
-9,065
3275
$183K ﹤0.01%
5,200
+800