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
$71.1B
AUM Growth
+$8.44B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,680
New
Increased
Reduced
Closed

Top Buys

1 +$809M
2 +$675M
3 +$499M
4
GLD icon
SPDR Gold Trust
GLD
+$433M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$320M

Top Sells

1 +$486M
2 +$464M
3 +$412M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$336M
5
RTX icon
RTX Corp
RTX
+$285M

Sector Composition

1 Technology 15.77%
2 Financials 12.23%
3 Healthcare 11.25%
4 Consumer Discretionary 9.26%
5 Communication Services 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1476
$1.57M ﹤0.01%
48,959
+6,018
1477
$1.57M ﹤0.01%
69,852
+7,677
1478
$1.57M ﹤0.01%
39,039
+24,019
1479
$1.56M ﹤0.01%
18,203
+8,072
1480
$1.56M ﹤0.01%
86,522
-44,154
1481
$1.55M ﹤0.01%
76,980
-2,480
1482
$1.54M ﹤0.01%
64,739
+42,409
1483
$1.53M ﹤0.01%
75,875
-30,884
1484
$1.53M ﹤0.01%
37,827
-36,603
1485
$1.53M ﹤0.01%
91,648
-3,535
1486
$1.53M ﹤0.01%
142,429
+39,046
1487
$1.53M ﹤0.01%
57,753
+26,924
1488
$1.53M ﹤0.01%
43,723
+8,974
1489
$1.52M ﹤0.01%
113,377
-52,094
1490
$1.52M ﹤0.01%
55,879
-799
1491
$1.52M ﹤0.01%
36,467
-11,430
1492
$1.52M ﹤0.01%
26,283
+11,077
1493
$1.51M ﹤0.01%
17,404
+3,051
1494
$1.51M ﹤0.01%
43,489
+10,041
1495
$1.51M ﹤0.01%
213,730
+100,045
1496
$1.5M ﹤0.01%
85,664
+46,044
1497
$1.5M ﹤0.01%
66,605
+14,381
1498
$1.5M ﹤0.01%
31,833
+3,481
1499
$1.5M ﹤0.01%
19,639
+9,147
1500
$1.5M ﹤0.01%
30,985
-139,042