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
2201
$527K ﹤0.01%
17,081
+14,771
2202
$525K ﹤0.01%
106,418
+71,012
2203
$525K ﹤0.01%
13,995
+2,985
2204
$524K ﹤0.01%
20,160
+10,302
2205
$523K ﹤0.01%
31,547
+4,065
2206
$523K ﹤0.01%
14,502
+7,265
2207
$521K ﹤0.01%
43,397
+28,280
2208
$521K ﹤0.01%
20,356
+7,279
2209
$521K ﹤0.01%
16,361
+3,130
2210
$520K ﹤0.01%
40,096
+25,503
2211
$519K ﹤0.01%
18,546
+11,846
2212
$519K ﹤0.01%
11,216
+5,290
2213
$514K ﹤0.01%
10,745
+7,246
2214
$514K ﹤0.01%
5,901
+2,787
2215
$513K ﹤0.01%
3,000
2216
$512K ﹤0.01%
161,670
-3,533
2217
$512K ﹤0.01%
18,996
2218
$511K ﹤0.01%
39,617
-144,466
2219
$511K ﹤0.01%
111,985
-119,141
2220
$510K ﹤0.01%
23,147
+1,252
2221
$509K ﹤0.01%
37,120
+4,685
2222
$506K ﹤0.01%
12,689
+5,387
2223
$506K ﹤0.01%
9,904
-5,544
2224
$506K ﹤0.01%
8,777
+1,052
2225
$504K ﹤0.01%
11,947
+8,257