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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
1451
$6.2M ﹤0.01%
153,955
-192,545
1452
$6.18M ﹤0.01%
118,305
+66,230
1453
$6.17M ﹤0.01%
315,505
-1,799
1454
$6.17M ﹤0.01%
154,906
+9,907
1455
$6.17M ﹤0.01%
39,560
-16,811
1456
$6.16M ﹤0.01%
119,563
-277,002
1457
$6.15M ﹤0.01%
122,963
-4,739
1458
$6.15M ﹤0.01%
210,068
-12,134
1459
$6.14M ﹤0.01%
325,968
-68,073
1460
$6.14M ﹤0.01%
93,676
-17,857
1461
$6.14M ﹤0.01%
317,234
-324,096
1462
$6.14M ﹤0.01%
817,404
+717,084
1463
$6.13M ﹤0.01%
35,172
-104,908
1464
$6.12M ﹤0.01%
115,287
-22,248
1465
$6.11M ﹤0.01%
161,177
-19,163
1466
$6.11M ﹤0.01%
334,777
+196,096
1467
$6.1M ﹤0.01%
221,178
-230,288
1468
$6.1M ﹤0.01%
269,527
-4,385
1469
$6.08M ﹤0.01%
171,390
+58,327
1470
$6.08M ﹤0.01%
480,701
+160,211
1471
$6.05M ﹤0.01%
1,157,337
+36,224
1472
$6.04M ﹤0.01%
53,298
-47,743
1473
$6.04M ﹤0.01%
1,607,378
-70,251
1474
$5.99M ﹤0.01%
191,068
-84,865
1475
$5.99M ﹤0.01%
389,598
-632,883