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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
1701
$4.15M ﹤0.01%
216,245
-57,624
1702
$4.14M ﹤0.01%
54,275
-25,773
1703
$4.14M ﹤0.01%
+67,260
1704
$4.14M ﹤0.01%
526,477
+523,320
1705
$4.13M ﹤0.01%
35,199
-12,577
1706
$4.13M ﹤0.01%
3,174,634
-131,741
1707
$4.12M ﹤0.01%
104,277
-33,176
1708
$4.11M ﹤0.01%
200,851
-30,987
1709
$4.1M ﹤0.01%
275,266
-51,152
1710
$4.09M ﹤0.01%
80,909
-72,268
1711
$4.09M ﹤0.01%
34,065
-12,532
1712
$4.09M ﹤0.01%
+30,120
1713
$4.07M ﹤0.01%
244,235
-1,844
1714
$4.06M ﹤0.01%
76,637
-12,087
1715
$4.06M ﹤0.01%
121,502
-68,524
1716
$4.04M ﹤0.01%
343,492
-61,270
1717
$4.04M ﹤0.01%
178,867
-18,712
1718
$4.03M ﹤0.01%
54,609
-18,734
1719
$4.02M ﹤0.01%
110,449
-42,384
1720
$4.01M ﹤0.01%
728,642
-164,065
1721
$4.01M ﹤0.01%
116,392
-24,073
1722
$3.99M ﹤0.01%
45,489
-100,132
1723
$3.99M ﹤0.01%
39,607
+39,499
1724
$3.99M ﹤0.01%
159,700
+10,348
1725
$3.98M ﹤0.01%
71,324
-39,699