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
$71.1B
AUM Growth
+$8.44B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,680
New
Increased
Reduced
Closed

Top Buys

1 +$809M
2 +$675M
3 +$499M
4
GLD icon
SPDR Gold Trust
GLD
+$433M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$320M

Top Sells

1 +$486M
2 +$464M
3 +$412M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$336M
5
RTX icon
RTX Corp
RTX
+$285M

Sector Composition

1 Technology 15.77%
2 Financials 12.23%
3 Healthcare 11.25%
4 Consumer Discretionary 9.26%
5 Communication Services 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3301
$62K ﹤0.01%
8,785
+149
3302
$61K ﹤0.01%
16,600
+16,518
3303
$61K ﹤0.01%
+6,322
3304
$61K ﹤0.01%
13,800
+7,065
3305
$61K ﹤0.01%
386
-9
3306
$61K ﹤0.01%
16,000
+2,835
3307
$61K ﹤0.01%
1,375
+327
3308
$61K ﹤0.01%
3,698
+810
3309
$61K ﹤0.01%
+2,353
3310
$61K ﹤0.01%
1,000
3311
$61K ﹤0.01%
3,313
-208
3312
$61K ﹤0.01%
1,654
+390
3313
$61K ﹤0.01%
297
+91
3314
$61K ﹤0.01%
1,999
+1,417
3315
$61K ﹤0.01%
2,662
+473
3316
$61K ﹤0.01%
1,327
-27,273
3317
$60K ﹤0.01%
4,629
-1,457
3318
$60K ﹤0.01%
+7,251
3319
$60K ﹤0.01%
6,773
+4,940
3320
$60K ﹤0.01%
452
+109
3321
$60K ﹤0.01%
4,080
-7,055
3322
$60K ﹤0.01%
3,760
-74,450
3323
$60K ﹤0.01%
2,508
+412
3324
$60K ﹤0.01%
4,470
+1,064
3325
$60K ﹤0.01%
2,660
+890