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
$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
3801
$19K ﹤0.01%
12,896
-14,713
3802
$19K ﹤0.01%
1,068
-996
3803
$18K ﹤0.01%
3,448
-2,455
3804
$18K ﹤0.01%
2,769
-3,922
3805
$18K ﹤0.01%
5,640
3806
$18K ﹤0.01%
770
+422
3807
$18K ﹤0.01%
658
3808
$18K ﹤0.01%
2,195
-1,381
3809
$16K ﹤0.01%
+230
3810
$16K ﹤0.01%
+290
3811
$16K ﹤0.01%
1,560
-136
3812
$15K ﹤0.01%
654
-7,682
3813
$15K ﹤0.01%
55
3814
$15K ﹤0.01%
48
3815
$15K ﹤0.01%
1,000
3816
$15K ﹤0.01%
+305
3817
$15K ﹤0.01%
+2,453
3818
$14K ﹤0.01%
116,666
3819
$13K ﹤0.01%
54,500
-31,316
3820
$13K ﹤0.01%
816
-1,628
3821
$13K ﹤0.01%
611
3822
$13K ﹤0.01%
1,815
-1,615
3823
$13K ﹤0.01%
1,500
-6,999
3824
$13K ﹤0.01%
457
3825
$13K ﹤0.01%
465