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
3701
$63.4K ﹤0.01%
3,000
3702
$63.4K ﹤0.01%
7,271
3703
$63.3K ﹤0.01%
6,633
-3,015
3704
$63.1K ﹤0.01%
129,084
-42,931
3705
$62.9K ﹤0.01%
1,182
3706
$62.2K ﹤0.01%
24,310
-10,013
3707
$61.8K ﹤0.01%
4,000
3708
$61.8K ﹤0.01%
3,154
+656
3709
$61.7K ﹤0.01%
6,524
-22,136
3710
$61.4K ﹤0.01%
56,287
-28,012
3711
$61.1K ﹤0.01%
344
3712
$60.9K ﹤0.01%
56,423
-28,105
3713
$60.7K ﹤0.01%
24,757
3714
$60.3K ﹤0.01%
3,700
3715
$60K ﹤0.01%
27,259
-5,569
3716
$59.3K ﹤0.01%
36,409
-2,705
3717
$59.2K ﹤0.01%
1,770
+954
3718
$58.5K ﹤0.01%
22,236
-10,115
3719
$58.4K ﹤0.01%
696
-344
3720
$58.4K ﹤0.01%
19,593
-9,506
3721
$57.7K ﹤0.01%
2,500
3722
$57.6K ﹤0.01%
14,148
-3,127
3723
$57.4K ﹤0.01%
4,123
-5,068
3724
$57.2K ﹤0.01%
4,153
-2,098
3725
$57.2K ﹤0.01%
5,601
-2,519