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
$154B
AUM Growth
+$57.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,681
New
Increased
Reduced
Closed

Top Buys

1 +$2.78B
2 +$2.22B
3 +$1.67B
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.65B
5
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$1.19B

Top Sells

1 +$1.45B
2 +$533M
3 +$410M
4
STLA icon
Stellantis
STLA
+$312M
5
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$240M

Sector Composition

1 Technology 29.04%
2 Healthcare 11.57%
3 Financials 10.8%
4 Consumer Discretionary 10.39%
5 Communication Services 7.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3701
$30K ﹤0.01%
+944
3702
$29K ﹤0.01%
15,000
3703
$29K ﹤0.01%
3,665
3704
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+980
3705
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509
3706
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765
3707
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4,071
-6,055
3708
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+85
3709
$29K ﹤0.01%
700
3710
$29K ﹤0.01%
5,393
-66,172
3711
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+680
3712
$29K ﹤0.01%
+3,230
3713
$29K ﹤0.01%
838
-1,234
3714
$29K ﹤0.01%
1,387
-2,117
3715
$29K ﹤0.01%
5,351
+5,350
3716
$29K ﹤0.01%
1,000
3717
$29K ﹤0.01%
741
-427
3718
$29K ﹤0.01%
+24,691
3719
$28K ﹤0.01%
1,300
3720
$28K ﹤0.01%
1,266
-1,458
3721
$28K ﹤0.01%
3,317
+1,196
3722
$28K ﹤0.01%
+1,073
3723
$28K ﹤0.01%
16,128
-23,559
3724
$28K ﹤0.01%
2,070
+126
3725
$28K ﹤0.01%
+41