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
$89.7B
AUM Growth
+$5.47B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,868
New
Increased
Reduced
Closed

Top Buys

1 +$1.12B
2 +$606M
3 +$542M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$409M
5
AAPL icon
Apple
AAPL
+$302M

Top Sells

1 +$2.23B
2 +$1.41B
3 +$1.26B
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$935M
5
DD icon
DuPont de Nemours
DD
+$669M

Sector Composition

1 Technology 20.31%
2 Financials 12.52%
3 Consumer Discretionary 10.54%
4 Communication Services 10.47%
5 Healthcare 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1626
$1.74M ﹤0.01%
144,056
-47,204
1627
$1.74M ﹤0.01%
75,654
+55,725
1628
$1.74M ﹤0.01%
100,207
-36,985
1629
$1.74M ﹤0.01%
42,204
-35,739
1630
$1.73M ﹤0.01%
23,984
-12,744
1631
$1.73M ﹤0.01%
36,828
-1,351
1632
$1.73M ﹤0.01%
37,684
+20,595
1633
$1.73M ﹤0.01%
13,144
-762
1634
$1.73M ﹤0.01%
68,121
-10,485
1635
$1.73M ﹤0.01%
69,587
+50,932
1636
$1.72M ﹤0.01%
21,133
-880
1637
$1.72M ﹤0.01%
20,594
-19,037
1638
$1.72M ﹤0.01%
170,746
-183,033
1639
$1.72M ﹤0.01%
128,478
+85,201
1640
$1.72M ﹤0.01%
132,937
-104,523
1641
$1.72M ﹤0.01%
+6,271
1642
$1.72M ﹤0.01%
66,878
+16,796
1643
$1.71M ﹤0.01%
100,000
-46,900
1644
$1.71M ﹤0.01%
46,485
-6,911
1645
$1.71M ﹤0.01%
23,508
-836
1646
$1.7M ﹤0.01%
86,190
-68,401
1647
$1.7M ﹤0.01%
67,172
+8,362
1648
$1.7M ﹤0.01%
10,903
-16,129
1649
$1.7M ﹤0.01%
9,468
-45,221
1650
$1.7M ﹤0.01%
256,558
-11,135