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
$202B
AUM Growth
-$24.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,646
New
Increased
Reduced
Closed

Top Buys

1 +$3.92B
2 +$551M
3 +$406M
4
UNH icon
UnitedHealth
UNH
+$395M
5
AMD icon
Advanced Micro Devices
AMD
+$363M

Top Sells

1 +$4.41B
2 +$2.28B
3 +$2.02B
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.83B
5
FLUT icon
Flutter Entertainment
FLUT
+$962M

Sector Composition

1 Technology 31.54%
2 Consumer Discretionary 12.6%
3 Financials 12.44%
4 Industrials 8.48%
5 Communication Services 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1751
$3.92M ﹤0.01%
230,269
+5,772
1752
$3.92M ﹤0.01%
80,434
-9,445
1753
$3.91M ﹤0.01%
141,157
-3,898
1754
$3.9M ﹤0.01%
704,371
+609,469
1755
$3.9M ﹤0.01%
230,332
+8,400
1756
$3.89M ﹤0.01%
570,835
+85,849
1757
$3.89M ﹤0.01%
392,092
+111,129
1758
$3.89M ﹤0.01%
43,856
-5,108
1759
$3.88M ﹤0.01%
132,735
-252,174
1760
$3.86M ﹤0.01%
100,974
-21,806
1761
$3.84M ﹤0.01%
75,666
+18,128
1762
$3.84M ﹤0.01%
159,757
-3,913
1763
$3.83M ﹤0.01%
240,375
+29,777
1764
$3.82M ﹤0.01%
77,810
+33,848
1765
$3.82M ﹤0.01%
60,000
1766
$3.82M ﹤0.01%
37,121
-25,741
1767
$3.81M ﹤0.01%
116,182
+100,650
1768
$3.81M ﹤0.01%
37,515
+6,935
1769
$3.81M ﹤0.01%
168,640
+20,193
1770
$3.8M ﹤0.01%
230,341
+23,983
1771
$3.77M ﹤0.01%
59,263
+5,881
1772
$3.77M ﹤0.01%
52,605
+6,804
1773
$3.76M ﹤0.01%
133,910
+76,736
1774
$3.76M ﹤0.01%
68,960
+39,324
1775
$3.75M ﹤0.01%
61,559
+6,475