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
$221B
AUM Growth
+$27.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,419
New
Increased
Reduced
Closed

Top Buys

1 +$3.11B
2 +$1.13B
3 +$972M
4
NVDA icon
NVIDIA
NVDA
+$894M
5
INTC icon
Intel
INTC
+$766M

Top Sells

1 +$565M
2 +$563M
3 +$507M
4
LLY icon
Eli Lilly
LLY
+$345M
5
PANW icon
Palo Alto Networks
PANW
+$334M

Sector Composition

1 Technology 31.39%
2 Financials 12.71%
3 Consumer Discretionary 10.47%
4 Healthcare 9.99%
5 Communication Services 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2151
$1.35M ﹤0.01%
33,700
-23,319
2152
$1.35M ﹤0.01%
97,694
-28,064
2153
$1.35M ﹤0.01%
228,872
-213,548
2154
$1.35M ﹤0.01%
59,521
-5,150
2155
$1.35M ﹤0.01%
41,380
-34,771
2156
$1.35M ﹤0.01%
+11,273
2157
$1.34M ﹤0.01%
58,032
-275,953
2158
$1.34M ﹤0.01%
46,049
-98,403
2159
$1.34M ﹤0.01%
55,836
+9,248
2160
$1.33M ﹤0.01%
37,684
-12,407
2161
$1.33M ﹤0.01%
215,247
+58,422
2162
$1.32M ﹤0.01%
98,523
-73,869
2163
$1.32M ﹤0.01%
21,780
-11,064
2164
$1.32M ﹤0.01%
25,210
-14,116
2165
$1.32M ﹤0.01%
68,670
-18,732
2166
$1.32M ﹤0.01%
114,856
-47,155
2167
$1.32M ﹤0.01%
49,096
-9,793
2168
$1.32M ﹤0.01%
30,184
-16,049
2169
$1.32M ﹤0.01%
25,546
-18,063
2170
$1.31M ﹤0.01%
30,368
-13,553
2171
$1.31M ﹤0.01%
89,124
-13,897
2172
$1.3M ﹤0.01%
52,934
-26,736
2173
$1.3M ﹤0.01%
43,059
+24,295
2174
$1.29M ﹤0.01%
38,688
-19,621
2175
$1.29M ﹤0.01%
80,367
-83,488