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
$61.6B
AUM Growth
-$7.22B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,785
New
Increased
Reduced
Closed

Top Buys

1 +$1.85B
2 +$1.14B
3 +$653M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$629M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$591M

Top Sells

1 +$1.17B
2 +$981M
3 +$416M
4
AMZN icon
Amazon
AMZN
+$402M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$338M

Sector Composition

1 Technology 14.51%
2 Healthcare 11.16%
3 Financials 11.03%
4 Communication Services 9.68%
5 Consumer Discretionary 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1951
$759K ﹤0.01%
33,364
+15,183
1952
$755K ﹤0.01%
25,287
-15,806
1953
$754K ﹤0.01%
11,098
-38,386
1954
$753K ﹤0.01%
11,414
-17,194
1955
$751K ﹤0.01%
22,690
-27,955
1956
$749K ﹤0.01%
66,196
+65,961
1957
$745K ﹤0.01%
11,019
-6,093
1958
$742K ﹤0.01%
20,491
-26,873
1959
$742K ﹤0.01%
105,900
+103,492
1960
$742K ﹤0.01%
23,515
-30,728
1961
$741K ﹤0.01%
69,626
-5,415
1962
$739K ﹤0.01%
49,823
-12,620
1963
$738K ﹤0.01%
54,500
+54,489
1964
$737K ﹤0.01%
10,167
+3,475
1965
$736K ﹤0.01%
430,788
-494,918
1966
$736K ﹤0.01%
38,036
-31,047
1967
$736K ﹤0.01%
71,368
+56,437
1968
$735K ﹤0.01%
6,344
-6,561
1969
$734K ﹤0.01%
30,093
-26,731
1970
$734K ﹤0.01%
51,433
-36,279
1971
$732K ﹤0.01%
51,414
-28,403
1972
$731K ﹤0.01%
23,200
1973
$727K ﹤0.01%
30,300
1974
$719K ﹤0.01%
22,032
-18,817
1975
$719K ﹤0.01%
11,419
-10,557