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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
3351
$149K ﹤0.01%
25,606
-24,391
3352
$148K ﹤0.01%
2,092
-1,875
3353
$148K ﹤0.01%
80,446
-36,710
3354
$147K ﹤0.01%
4,983
-3,049
3355
$147K ﹤0.01%
6,719
-3,266
3356
$147K ﹤0.01%
17,364
-15,431
3357
$147K ﹤0.01%
6,563
-5,216
3358
$146K ﹤0.01%
13,717
-9,931
3359
$146K ﹤0.01%
4,983
-4,793
3360
$146K ﹤0.01%
12,788
-7,100
3361
$146K ﹤0.01%
21,584
-18,981
3362
$146K ﹤0.01%
67,122
+2,774
3363
$146K ﹤0.01%
27,313
-25,252
3364
$145K ﹤0.01%
8,343
-4,938
3365
$145K ﹤0.01%
19,929
-12,118
3366
$144K ﹤0.01%
16,699
-12,245
3367
$144K ﹤0.01%
7,893
-7,386
3368
$143K ﹤0.01%
10,422
-10,117
3369
$143K ﹤0.01%
12,876
-12,199
3370
$143K ﹤0.01%
40,754
-37,522
3371
$143K ﹤0.01%
3,171
-3,080
3372
$142K ﹤0.01%
23,193
-20,921
3373
$142K ﹤0.01%
39,541
-37,723
3374
$142K ﹤0.01%
7,807
-6,848
3375
$142K ﹤0.01%
14,914
-12,040