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
$194B
AUM Growth
+$39.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,513
New
Increased
Reduced
Closed

Top Buys

1 +$1.51B
2 +$985M
3 +$890M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$774M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$736M

Top Sells

1 +$673M
2 +$615M
3 +$515M
4
NVDA icon
NVIDIA
NVDA
+$451M
5
ATVI
Activision Blizzard
ATVI
+$417M

Sector Composition

1 Technology 29.48%
2 Financials 11.51%
3 Consumer Discretionary 10.99%
4 Healthcare 10.02%
5 Communication Services 8.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3801
$21.9K ﹤0.01%
450
+391
3802
$21.6K ﹤0.01%
+3,120
3803
$21.6K ﹤0.01%
3,157
3804
$21.3K ﹤0.01%
+186,995
3805
$21.1K ﹤0.01%
3,599
+2,402
3806
$21K ﹤0.01%
350,000
3807
$20.8K ﹤0.01%
+814
3808
$20.7K ﹤0.01%
2,416
+606
3809
$20.4K ﹤0.01%
914,254
+503,326
3810
$20.3K ﹤0.01%
200
3811
$20.2K ﹤0.01%
16,128
3812
$19.8K ﹤0.01%
1,616
-7,657
3813
$19.5K ﹤0.01%
686
-29,334
3814
$19.3K ﹤0.01%
+488
3815
$19.2K ﹤0.01%
6,302
3816
$19K ﹤0.01%
4,103
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3817
$18.8K ﹤0.01%
+200
3818
$18.8K ﹤0.01%
886
-63,100
3819
$18.5K ﹤0.01%
904
3820
$18.5K ﹤0.01%
+1,802
3821
$18.4K ﹤0.01%
704
-1,066
3822
$18.4K ﹤0.01%
15,348
3823
$18.3K ﹤0.01%
5,000
3824
$18.1K ﹤0.01%
1,000
3825
$17.9K ﹤0.01%
1,696
-20