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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
1601
$4.91M ﹤0.01%
47,606
+42,828
1602
$4.9M ﹤0.01%
242,111
+10,463
1603
$4.9M ﹤0.01%
62,714
1604
$4.89M ﹤0.01%
71,515
+32,432
1605
$4.89M ﹤0.01%
67,511
+6,683
1606
$4.88M ﹤0.01%
320,792
-88,627
1607
$4.86M ﹤0.01%
166,034
-53,604
1608
$4.86M ﹤0.01%
386,203
-111,297
1609
$4.86M ﹤0.01%
477,908
+158,921
1610
$4.85M ﹤0.01%
100,983
-52,055
1611
$4.84M ﹤0.01%
504,938
-1,028,015
1612
$4.84M ﹤0.01%
432,344
+2,938
1613
$4.84M ﹤0.01%
312,421
-104,074
1614
$4.83M ﹤0.01%
75,878
-24,852
1615
$4.81M ﹤0.01%
205,051
+27,782
1616
$4.81M ﹤0.01%
411,617
-84,413
1617
$4.81M ﹤0.01%
57,307
+23,196
1618
$4.8M ﹤0.01%
239,553
-59,493
1619
$4.8M ﹤0.01%
91,677
-3,906
1620
$4.79M ﹤0.01%
10,262
+5,122
1621
$4.77M ﹤0.01%
90,097
-12,181
1622
$4.76M ﹤0.01%
64,457
-20,801
1623
$4.75M ﹤0.01%
102,915
-25,823
1624
$4.74M ﹤0.01%
43,438
-14,637
1625
$4.74M ﹤0.01%
79,883
-25,953