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
$30.5B
AUM Growth
+$745M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,242
New
Increased
Reduced
Closed

Top Buys

1 +$376M
2 +$264M
3 +$263M
4
MSFT icon
Microsoft
MSFT
+$260M
5
BABA icon
Alibaba
BABA
+$172M

Top Sells

1 +$995M
2 +$261M
3 +$247M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$232M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$214M

Sector Composition

1 Technology 14.03%
2 Healthcare 11.93%
3 Financials 10.85%
4 Consumer Discretionary 8.35%
5 Energy 6.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1626
$584K ﹤0.01%
33,951
+32,046
1627
$583K ﹤0.01%
40,898
+6,995
1628
$581K ﹤0.01%
118,904
-515,251
1629
$580K ﹤0.01%
36,000
-201,900
1630
$579K ﹤0.01%
31,640
-2,290
1631
$578K ﹤0.01%
15,944
+7,575
1632
$577K ﹤0.01%
47,087
+19,108
1633
$577K ﹤0.01%
31,472
-179,960
1634
$576K ﹤0.01%
96,858
-12,564
1635
$575K ﹤0.01%
28,342
-3,672
1636
$575K ﹤0.01%
36,636
-7,572
1637
$572K ﹤0.01%
4,090
-2,313
1638
$571K ﹤0.01%
29,617
+4,427
1639
$571K ﹤0.01%
27,457
+25,229
1640
$570K ﹤0.01%
19,786
+11,171
1641
$569K ﹤0.01%
12,276
-19,475
1642
$567K ﹤0.01%
13,163
-2,325
1643
$566K ﹤0.01%
3
+2
1644
$565K ﹤0.01%
26,013
+6,013
1645
$563K ﹤0.01%
41,396
+38,216
1646
$563K ﹤0.01%
108,091
-178,322
1647
$562K ﹤0.01%
+19,832
1648
0
1649
$562K ﹤0.01%
19,800
+19,774
1650
$560K ﹤0.01%
23,876
+23,817