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
3401
$202K ﹤0.01%
700
3402
$202K ﹤0.01%
7,106
-2,350
3403
$201K ﹤0.01%
49,374
+6,127
3404
$201K ﹤0.01%
5,875
+4,470
3405
$201K ﹤0.01%
95,600
+12,800
3406
$201K ﹤0.01%
91,669
+11,374
3407
$200K ﹤0.01%
6,119
+4,483
3408
$200K ﹤0.01%
47,077
+3,632
3409
$200K ﹤0.01%
5,526
+1,160
3410
$200K ﹤0.01%
7,202
+7,152
3411
$200K ﹤0.01%
4,018
+2,937
3412
$200K ﹤0.01%
4,215
-106
3413
$200K ﹤0.01%
5,192
+4,992
3414
$200K ﹤0.01%
+4,000
3415
$200K ﹤0.01%
5,836
+4,665
3416
$200K ﹤0.01%
5,166
+898
3417
$199K ﹤0.01%
2,900
3418
$198K ﹤0.01%
5,588
+41
3419
$197K ﹤0.01%
16,792
+1,929
3420
$197K ﹤0.01%
69,620
+11,731
3421
$197K ﹤0.01%
61,350
+4,665
3422
$196K ﹤0.01%
78,523
+14,462
3423
$196K ﹤0.01%
23,939
+8,439
3424
$196K ﹤0.01%
4,830
+1,323
3425
$195K ﹤0.01%
8,872
-384