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
$154B
AUM Growth
+$1.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,557
New
Increased
Reduced
Closed

Top Buys

1 +$978M
2 +$812M
3 +$602M
4
AAPL icon
Apple
AAPL
+$518M
5
NVDA icon
NVIDIA
NVDA
+$412M

Sector Composition

1 Technology 28.65%
2 Financials 12.34%
3 Healthcare 11.76%
4 Consumer Discretionary 10.56%
5 Communication Services 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2201
$772K ﹤0.01%
12,830
+4,169
2202
$771K ﹤0.01%
24,139
+1,331
2203
$770K ﹤0.01%
25,506
-9,646
2204
$768K ﹤0.01%
42,132
-416
2205
$767K ﹤0.01%
68,358
+4,590
2206
$767K ﹤0.01%
15,510
-6,593
2207
$764K ﹤0.01%
15,059
+1,514
2208
$764K ﹤0.01%
24,350
-1,555
2209
$763K ﹤0.01%
30,606
+1,958
2210
$762K ﹤0.01%
40,744
-4,300
2211
$762K ﹤0.01%
40,909
+3,009
2212
$762K ﹤0.01%
92,640
+43,461
2213
$760K ﹤0.01%
24,069
-4,290
2214
$760K ﹤0.01%
16,757
+10,204
2215
$759K ﹤0.01%
31,056
+10,202
2216
$755K ﹤0.01%
46,468
+9,746
2217
$753K ﹤0.01%
68,762
+2,642
2218
$752K ﹤0.01%
7,215
-608
2219
$752K ﹤0.01%
30,020
+7,351
2220
$751K ﹤0.01%
24,900
-11,900
2221
$742K ﹤0.01%
26,340
-601
2222
$742K ﹤0.01%
88,578
-1,064
2223
$741K ﹤0.01%
333,686
-51,161
2224
$741K ﹤0.01%
136,021
+11,112
2225
$740K ﹤0.01%
45,780
-36,772