Barclays

Barclays Portfolio holdings

AUM $249B
1-Year Est. Return 25.39%
 

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
+25.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$220B
AUM Growth
+$17.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,725
New
Increased
Reduced
Closed

Top Buys

1 +$3.85B
2 +$1.78B
3 +$1.57B
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.49B
5
MA icon
Mastercard
MA
+$1.09B

Top Sells

1 +$1.3B
2 +$650M
3 +$475M
4
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$432M
5
NRG icon
NRG Energy
NRG
+$387M

Sector Composition

1 Technology 28.21%
2 Financials 14.77%
3 Consumer Discretionary 11.75%
4 Healthcare 8.96%
5 Communication Services 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3501
$119K ﹤0.01%
7,539
+395
3502
$119K ﹤0.01%
37,072
-19,715
3503
$118K ﹤0.01%
10,695
+2,211
3504
$118K ﹤0.01%
7,050
-1,041
3505
$118K ﹤0.01%
3,863
-113
3506
$118K ﹤0.01%
10,700
+5,800
3507
$118K ﹤0.01%
11,754
-5,724
3508
$118K ﹤0.01%
+3,441
3509
$117K ﹤0.01%
2,225
3510
$117K ﹤0.01%
9,167
-1,400
3511
$117K ﹤0.01%
16,798
-35,704
3512
$117K ﹤0.01%
35,601
-2,170
3513
$117K ﹤0.01%
54,259
-16,166
3514
$116K ﹤0.01%
38,963
-10,671
3515
$116K ﹤0.01%
30,815
-15,082
3516
$115K ﹤0.01%
46,368
-57,284
3517
$115K ﹤0.01%
+3,595
3518
$115K ﹤0.01%
+4,641
3519
$115K ﹤0.01%
4,931
-2,346
3520
$114K ﹤0.01%
31,080
-13,642
3521
$114K ﹤0.01%
25,311
+24,535
3522
$114K ﹤0.01%
50,455
-12,674
3523
$113K ﹤0.01%
3,000
3524
$113K ﹤0.01%
64,636
-31,611
3525
$113K ﹤0.01%
66,852