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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
$221B
AUM Growth
+$27.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,419
New
Increased
Reduced
Closed

Top Buys

1 +$3.11B
2 +$1.13B
3 +$972M
4
NVDA icon
NVIDIA
NVDA
+$894M
5
INTC icon
Intel
INTC
+$766M

Top Sells

1 +$565M
2 +$563M
3 +$507M
4
LLY icon
Eli Lilly
LLY
+$345M
5
PANW icon
Palo Alto Networks
PANW
+$334M

Sector Composition

1 Technology 31.39%
2 Financials 12.71%
3 Consumer Discretionary 10.47%
4 Healthcare 9.99%
5 Communication Services 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3326
$155K ﹤0.01%
64,619
-62,397
3327
$155K ﹤0.01%
29,679
-24,468
3328
$155K ﹤0.01%
10,548
3329
$154K ﹤0.01%
16,353
-15,701
3330
$154K ﹤0.01%
7,381
-7,142
3331
$154K ﹤0.01%
4,158
-123
3332
$153K ﹤0.01%
5,683
-10,569
3333
$153K ﹤0.01%
21,748
-39,520
3334
$152K ﹤0.01%
21,324
-3,160
3335
$152K ﹤0.01%
3,741
-3,045
3336
$152K ﹤0.01%
19,369
-18,347
3337
$152K ﹤0.01%
2,579
-6,838
3338
$151K ﹤0.01%
16,032
-10,704
3339
$151K ﹤0.01%
18,062
-17,520
3340
$151K ﹤0.01%
16,591
-7,474
3341
$151K ﹤0.01%
15,293
-14,552
3342
$151K ﹤0.01%
30,523
-28,454
3343
$151K ﹤0.01%
41,423
-16,304
3344
$151K ﹤0.01%
5,629
3345
$150K ﹤0.01%
75,913
-49,573
3346
$150K ﹤0.01%
23,325
-22,508
3347
$150K ﹤0.01%
18,624
-16,706
3348
$150K ﹤0.01%
34,777
-8,157
3349
$149K ﹤0.01%
13,984
-12,944
3350
$149K ﹤0.01%
222,055
-102,332