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
3826
$47.6K ﹤0.01%
240
3827
$47.3K ﹤0.01%
7,346
-1,612
3828
$47.2K ﹤0.01%
2,994
-41
3829
$47K ﹤0.01%
912
+257
3830
$46.7K ﹤0.01%
430
3831
$45.8K ﹤0.01%
6,616
+620
3832
$45.6K ﹤0.01%
30,197
-51
3833
$45.1K ﹤0.01%
23,880
+2,937
3834
$44.3K ﹤0.01%
3,054
+1,966
3835
$44.1K ﹤0.01%
989
-1,011
3836
$43.6K ﹤0.01%
450
-42,972
3837
$43K ﹤0.01%
9,421
-491
3838
$42.9K ﹤0.01%
+1,404
3839
$42.8K ﹤0.01%
12,431
+1,988
3840
$42.2K ﹤0.01%
10,832
+5,677
3841
$42.1K ﹤0.01%
6,126
+2,793
3842
$41.7K ﹤0.01%
1,000
3843
$41.4K ﹤0.01%
1,985
3844
$41.1K ﹤0.01%
15,576
+1,348
3845
$40.4K ﹤0.01%
933
-3,726
3846
$40.3K ﹤0.01%
1,039
3847
$40.3K ﹤0.01%
+3,848
3848
$40.2K ﹤0.01%
+4,976
3849
$40K ﹤0.01%
356
-2,200
3850
$39.6K ﹤0.01%
+2,682