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 8.48%
5 Communication Services 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3451
$184K ﹤0.01%
17,998
+13,947
3452
$183K ﹤0.01%
7,998
+951
3453
$183K ﹤0.01%
13,595
-1,269
3454
$182K ﹤0.01%
46,904
+7,284
3455
$182K ﹤0.01%
116,615
+12,188
3456
$182K ﹤0.01%
4,995
+775
3457
$181K ﹤0.01%
12,797
+1,616
3458
$180K ﹤0.01%
23,653
+1,877
3459
$180K ﹤0.01%
243,316
+49,443
3460
$180K ﹤0.01%
27,623
+1,160
3461
$180K ﹤0.01%
+2,801
3462
$179K ﹤0.01%
11,204
+8,169
3463
$179K ﹤0.01%
5,817
+948
3464
$176K ﹤0.01%
18,945
+3,132
3465
$176K ﹤0.01%
7,127
+707
3466
$175K ﹤0.01%
8,416
+1,081
3467
$175K ﹤0.01%
5,775
+4,684
3468
$175K ﹤0.01%
4,936
-923
3469
$173K ﹤0.01%
36,041
+14,064
3470
$173K ﹤0.01%
11,796
+1,155
3471
$172K ﹤0.01%
11,292
+1,111
3472
$172K ﹤0.01%
55,825
-36,493
3473
$171K ﹤0.01%
5,613
+4,461
3474
$171K ﹤0.01%
42,425
+11,908
3475
$171K ﹤0.01%
87,899
+8,576