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
$122B
AUM Growth
+$18.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,366
New
Increased
Reduced
Closed

Top Buys

1 +$1.48B
2 +$610M
3 +$538M
4
NUAN
Nuance Communications, Inc.
NUAN
+$379M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$337M

Top Sells

1 +$1.14B
2 +$466M
3 +$420M
4
TSLA icon
Tesla
TSLA
+$251M
5
IPHI
INPHI CORPORATION
IPHI
+$242M

Sector Composition

1 Technology 23.15%
2 Financials 13.74%
3 Communication Services 10.15%
4 Consumer Discretionary 10.11%
5 Healthcare 9.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1801
$1.68M ﹤0.01%
74,529
+16,309
1802
$1.68M ﹤0.01%
38,419
-36,558
1803
$1.68M ﹤0.01%
74,843
-54,217
1804
$1.68M ﹤0.01%
51,065
-139,633
1805
$1.66M ﹤0.01%
67,004
-37,852
1806
$1.65M ﹤0.01%
81,424
-13,237
1807
$1.65M ﹤0.01%
80,707
-23,532
1808
$1.65M ﹤0.01%
39,555
-41,933
1809
$1.65M ﹤0.01%
37,009
+22,873
1810
$1.65M ﹤0.01%
14,075
+13,023
1811
$1.65M ﹤0.01%
38,796
-54,417
1812
$1.65M ﹤0.01%
104,056
+85,004
1813
$1.64M ﹤0.01%
421,184
-552,506
1814
$1.64M ﹤0.01%
27,437
-29,388
1815
$1.64M ﹤0.01%
+14,081
1816
$1.64M ﹤0.01%
420,160
-395,328
1817
$1.64M ﹤0.01%
52,594
+51,748
1818
$1.64M ﹤0.01%
11,655
+3,512
1819
$1.64M ﹤0.01%
109,519
-25,062
1820
$1.63M ﹤0.01%
27,760
-48,703
1821
$1.63M ﹤0.01%
16,485
-4,173
1822
$1.63M ﹤0.01%
31,198
-43,786
1823
$1.62M ﹤0.01%
15,832
-7,291
1824
$1.62M ﹤0.01%
42,283
-56,215
1825
$1.62M ﹤0.01%
+11,497