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
1826
$364K ﹤0.01%
+8,500
1827
$363K ﹤0.01%
19,425
-18,078
1828
$363K ﹤0.01%
8,089
-4,778
1829
$363K ﹤0.01%
1,254
-15,349
1830
$362K ﹤0.01%
60,680
+1,380
1831
$361K ﹤0.01%
9,300
+9,290
1832
$361K ﹤0.01%
60,967
+48,640
1833
$360K ﹤0.01%
7,330
-126
1834
$358K ﹤0.01%
13,726
+12,863
1835
$357K ﹤0.01%
26,638
+11,059
1836
$354K ﹤0.01%
4,238
+244
1837
$354K ﹤0.01%
6,000
-545
1838
$354K ﹤0.01%
10,424
+9,540
1839
$353K ﹤0.01%
29,687
-7,923
1840
$353K ﹤0.01%
53,105
-14,719
1841
$353K ﹤0.01%
21,478
-18,103
1842
$352K ﹤0.01%
158,485
-37,169
1843
$351K ﹤0.01%
18,530
+18,453
1844
$350K ﹤0.01%
26,595
-34,399
1845
$349K ﹤0.01%
22,497
+22,257
1846
$349K ﹤0.01%
9,994
+856
1847
$349K ﹤0.01%
15,280
+1,004
1848
$347K ﹤0.01%
6,041
-2,058
1849
$346K ﹤0.01%
7,168
-11,580
1850
$345K ﹤0.01%
5,059
+4,666