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
$202B
AUM Growth
-$24.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,646
New
Increased
Reduced
Closed

Top Buys

1 +$3.92B
2 +$551M
3 +$406M
4
UNH icon
UnitedHealth
UNH
+$395M
5
AMD icon
Advanced Micro Devices
AMD
+$363M

Top Sells

1 +$4.41B
2 +$2.28B
3 +$2.02B
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.83B
5
FLUT icon
Flutter Entertainment
FLUT
+$962M

Sector Composition

1 Technology 31.54%
2 Consumer Discretionary 12.6%
3 Financials 12.44%
4 Industrials 8.49%
5 Communication Services 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3801
$54.9K ﹤0.01%
2,864
-2,836
3802
$54.5K ﹤0.01%
875
-300
3803
$54.3K ﹤0.01%
1,560
+1,298
3804
$54K ﹤0.01%
2,827
+2,767
3805
$53.4K ﹤0.01%
1,457
+22
3806
$52.2K ﹤0.01%
+2,193
3807
$52.1K ﹤0.01%
2,498
+2,285
3808
$52.1K ﹤0.01%
1,730
+848
3809
$52.1K ﹤0.01%
5,627
3810
$51.7K ﹤0.01%
5,430
-7,814
3811
$51.4K ﹤0.01%
7,089
-19
3812
$51.1K ﹤0.01%
2,969
+449
3813
$50.8K ﹤0.01%
1,721
3814
$50.6K ﹤0.01%
300
3815
$50K ﹤0.01%
+400
3816
$49.7K ﹤0.01%
4,370
-6,751
3817
$49.3K ﹤0.01%
15,171
+1,548
3818
$49.3K ﹤0.01%
87,608
+15,531
3819
$49.2K ﹤0.01%
725
3820
$48.8K ﹤0.01%
3,899
3821
$48.8K ﹤0.01%
29,930
3822
$48.5K ﹤0.01%
1,421
+1,419
3823
$48.5K ﹤0.01%
7,137
3824
$48.3K ﹤0.01%
1,060
+118
3825
$47.7K ﹤0.01%
750