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Barclays

Barclays Portfolio holdings

AUM $280B
1-Year Est. Return 34.19%
 

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
+34.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$272B
AUM Growth
+$20.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,805
New
Increased
Reduced
Closed

Top Buys

1 +$712M
2 +$669M
3 +$635M
4
WMT icon
Walmart Inc
WMT
+$544M
5
PLTR icon
Palantir
PLTR
+$538M

Top Sells

1 +$2.34B
2 +$1.65B
3 +$1.45B
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.01B
5
AAPL icon
Apple
AAPL
+$833M

Sector Composition

1 Technology 34.72%
2 Financials 12.32%
3 Consumer Discretionary 11.56%
4 Communication Services 8.58%
5 Healthcare 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1001
$14.4M 0.01%
1,072,300
+856,400
1002
$14.4M 0.01%
142,385
-208,813
1003
$14.3M 0.01%
200,063
1004
$14.3M 0.01%
701,459
+174,441
1005
$14.3M 0.01%
439,222
+206,888
1006
$14.3M 0.01%
224,495
+17,594
1007
$14.2M 0.01%
393,914
-44,495
1008
$14.2M 0.01%
119,016
-21,617
1009
$14.1M 0.01%
42,982
-114
1010
$14.1M 0.01%
333,359
-384,136
1011
$14M 0.01%
1,195,427
-76,215
1012
$14M 0.01%
1,220,361
-484,450
1013
$13.9M 0.01%
1,117,158
-2,008,122
1014
$13.9M 0.01%
125,547
+11,823
1015
$13.9M 0.01%
1,162,426
-712,670
1016
$13.9M 0.01%
1,274,104
-82,328
1017
$13.9M 0.01%
87,220
+19,285
1018
$13.9M 0.01%
332,702
+33,350
1019
$13.8M 0.01%
100,824
-37,085
1020
$13.8M 0.01%
43,773
+7,733
1021
$13.8M 0.01%
217,100
-28,305
1022
$13.7M 0.01%
108,382
+45,469
1023
$13.7M 0.01%
127,300
+38,382
1024
$13.7M 0.01%
142,436
+16,797
1025
$13.7M 0.01%
169,315
+3,268