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
$30.5B
AUM Growth
+$745M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,242
New
Increased
Reduced
Closed

Top Buys

1 +$376M
2 +$264M
3 +$263M
4
MSFT icon
Microsoft
MSFT
+$260M
5
BABA icon
Alibaba
BABA
+$172M

Top Sells

1 +$995M
2 +$261M
3 +$247M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$232M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$214M

Sector Composition

1 Technology 14.03%
2 Healthcare 11.93%
3 Financials 10.85%
4 Consumer Discretionary 8.35%
5 Energy 6.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2201
$116K ﹤0.01%
1,035
+987
2202
$116K ﹤0.01%
71,736
-9,309
2203
$115K ﹤0.01%
20,915
-6,921
2204
$115K ﹤0.01%
1,015
-4,707
2205
$115K ﹤0.01%
158
+69
2206
$115K ﹤0.01%
2,500
-6,070
2207
$115K ﹤0.01%
8,859
-6,137
2208
$115K ﹤0.01%
4,189
-16,536
2209
$114K ﹤0.01%
12,455
+2,877
2210
$114K ﹤0.01%
4,384
+2,457
2211
$114K ﹤0.01%
3,499
-29,738
2212
$114K ﹤0.01%
+7,863
2213
$114K ﹤0.01%
2,156
+679
2214
$113K ﹤0.01%
2,569
+2,215
2215
$112K ﹤0.01%
11,200
-17,900
2216
$112K ﹤0.01%
28,328
-1,246
2217
$112K ﹤0.01%
1,887
2218
$111K ﹤0.01%
2,788
+2,714
2219
$110K ﹤0.01%
7,050
2220
$110K ﹤0.01%
114
-61
2221
$109K ﹤0.01%
6,141
-119,566
2222
$109K ﹤0.01%
+4,101
2223
$109K ﹤0.01%
752
-1,909
2224
$109K ﹤0.01%
2,305
+993
2225
$109K ﹤0.01%
4,660
-910