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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
3526
$92.5K ﹤0.01%
56,080
3527
$92.3K ﹤0.01%
+1,199
3528
$92K ﹤0.01%
28,318
-15,920
3529
$91.8K ﹤0.01%
17,324
3530
$91.2K ﹤0.01%
1,924
-680
3531
$90.9K ﹤0.01%
1,941
3532
$90.6K ﹤0.01%
+5,904
3533
$90.2K ﹤0.01%
5,565
-4,190
3534
$90.1K ﹤0.01%
42,112
-1,414
3535
$89.8K ﹤0.01%
2,975
-2,812
3536
$89.4K ﹤0.01%
3,917
-3,803
3537
$89.4K ﹤0.01%
2,735
3538
$89K ﹤0.01%
67,928
-68,043
3539
$88.7K ﹤0.01%
5,217
-2,132
3540
$88.6K ﹤0.01%
2,356
-256
3541
$88.6K ﹤0.01%
16,342
+8,760
3542
$88.1K ﹤0.01%
9,790
3543
$88K ﹤0.01%
8,195
-7,982
3544
$88K ﹤0.01%
2,250
3545
$86.4K ﹤0.01%
1,459
-1,405
3546
$86.3K ﹤0.01%
13,428
-12,037
3547
$86.3K ﹤0.01%
14,951
-11,740
3548
$86.1K ﹤0.01%
6,182
3549
$86K ﹤0.01%
9,147
3550
$85.9K ﹤0.01%
+3,861