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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
1926
$2.8M ﹤0.01%
48,639
-14,350
1927
$2.8M ﹤0.01%
294,221
-68,147
1928
$2.79M ﹤0.01%
114,724
+6,402
1929
$2.79M ﹤0.01%
227,240
+30,156
1930
$2.78M ﹤0.01%
232,373
-6,908
1931
$2.78M ﹤0.01%
308,763
+234,253
1932
$2.77M ﹤0.01%
77,671
-47,583
1933
$2.77M ﹤0.01%
22,374
-9,817
1934
$2.77M ﹤0.01%
57,452
-11,590
1935
$2.75M ﹤0.01%
66,163
-27,214
1936
$2.75M ﹤0.01%
50,000
+28,477
1937
$2.74M ﹤0.01%
148,886
+131,819
1938
$2.74M ﹤0.01%
24,434
+1,573
1939
$2.73M ﹤0.01%
16,253
-5,046
1940
$2.73M ﹤0.01%
59,169
-116,948
1941
$2.73M ﹤0.01%
38,942
-18,761
1942
$2.72M ﹤0.01%
64,912
-23,181
1943
$2.72M ﹤0.01%
109,961
-96,060
1944
$2.72M ﹤0.01%
906,483
+202,483
1945
$2.72M ﹤0.01%
186,895
-90
1946
$2.72M ﹤0.01%
70,313
-29,161
1947
$2.71M ﹤0.01%
245,725
-80,717
1948
$2.71M ﹤0.01%
36,651
-21,828
1949
$2.7M ﹤0.01%
189,231
+163,803
1950
$2.7M ﹤0.01%
37,752
+31,827