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
$71.1B
AUM Growth
+$8.44B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,680
New
Increased
Reduced
Closed

Top Buys

1 +$809M
2 +$675M
3 +$499M
4
GLD icon
SPDR Gold Trust
GLD
+$433M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$320M

Top Sells

1 +$486M
2 +$464M
3 +$412M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$336M
5
RTX icon
RTX Corp
RTX
+$285M

Sector Composition

1 Technology 15.77%
2 Financials 12.23%
3 Healthcare 11.25%
4 Consumer Discretionary 9.26%
5 Communication Services 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1951
$769K ﹤0.01%
42,224
+11,270
1952
$768K ﹤0.01%
25,671
+9,892
1953
$767K ﹤0.01%
31,198
+5,257
1954
$766K ﹤0.01%
32,354
+25,912
1955
$766K ﹤0.01%
75,692
+44,286
1956
$765K ﹤0.01%
47,067
+18,640
1957
$762K ﹤0.01%
4,415
+598
1958
$761K ﹤0.01%
23,918
+9,700
1959
$759K ﹤0.01%
92,728
+79,537
1960
$755K ﹤0.01%
16,817
-3,396
1961
$753K ﹤0.01%
22,189
+1,625
1962
$752K ﹤0.01%
8,822
+516
1963
$749K ﹤0.01%
13,512
+2,845
1964
$748K ﹤0.01%
9,974
1965
$747K ﹤0.01%
14,858
-15,412
1966
$747K ﹤0.01%
19,765
+3,332
1967
$742K ﹤0.01%
6,035
+2,810
1968
$742K ﹤0.01%
20,349
+15,486
1969
$735K ﹤0.01%
+11,681
1970
$734K ﹤0.01%
11,388
-285
1971
$733K ﹤0.01%
73,610
+24,519
1972
$729K ﹤0.01%
48,858
+24,376
1973
$727K ﹤0.01%
16,551
+11,325
1974
$727K ﹤0.01%
19,507
+10,518
1975
$725K ﹤0.01%
+14,500