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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
1851
$3.16M ﹤0.01%
332,443
+228,092
1852
$3.15M ﹤0.01%
76,665
-15,731
1853
$3.15M ﹤0.01%
59,612
-26,593
1854
$3.15M ﹤0.01%
248,273
+82,864
1855
$3.15M ﹤0.01%
141,398
-224,689
1856
$3.15M ﹤0.01%
45,234
-6,860
1857
$3.14M ﹤0.01%
258,660
+102,576
1858
$3.14M ﹤0.01%
394,327
-43,600
1859
$3.14M ﹤0.01%
20,644
+943
1860
$3.14M ﹤0.01%
154,096
-53,402
1861
$3.13M ﹤0.01%
74,904
-37,237
1862
$3.12M ﹤0.01%
106,078
-230,056
1863
$3.11M ﹤0.01%
+300,000
1864
$3.11M ﹤0.01%
82,619
+47,835
1865
$3.11M ﹤0.01%
39,561
-16,988
1866
$3.08M ﹤0.01%
201,472
-28,183
1867
$3.08M ﹤0.01%
169,406
-36,406
1868
$3.07M ﹤0.01%
111,514
-15,599
1869
$3.07M ﹤0.01%
43,267
-11,157
1870
$3.07M ﹤0.01%
365,680
+227,030
1871
$3.07M ﹤0.01%
23,297
-7,104
1872
$3.07M ﹤0.01%
89,760
+23,702
1873
$3.07M ﹤0.01%
168,799
+16,525
1874
$3.05M ﹤0.01%
62,704
-15,199
1875
$3.05M ﹤0.01%
136,731
+48,588