Barclays

Barclays Portfolio holdings

AUM $272B
1-Year Est. Return 16.92%
 

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
+16.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$89.7B
AUM Growth
+$5.47B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,868
New
Increased
Reduced
Closed

Top Buys

1 +$1.15B
2 +$618M
3 +$554M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$437M
5
AAPL icon
Apple
AAPL
+$333M

Top Sells

1 +$2.38B
2 +$1.59B
3 +$1.32B
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$993M
5
DD icon
DuPont de Nemours
DD
+$761M

Sector Composition

1 Technology 20.31%
2 Financials 12.52%
3 Consumer Discretionary 10.54%
4 Communication Services 10.47%
5 Healthcare 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3651
0
3652
0
3653
-50
3654
-500,000
3655
-28,536
3656
-1,441
3657
-53
3658
-10,986
3659
-8,745
3660
-256
3661
-1,582
3662
-2,738
3663
-354
3664
$0 ﹤0.01%
17
-435
3665
-1,501
3666
-1,126
3667
-1,114
3668
-6,555
3669
-483
3670
-1,494
3671
-31
3672
$0 ﹤0.01%
1
-22,591
3673
-1
3674
-842
3675
-15,870