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Barclays

Barclays Portfolio holdings

AUM $280B
1-Year Est. Return 34.19%
 

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
+34.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$272B
AUM Growth
+$20.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,805
New
Increased
Reduced
Closed

Top Buys

1 +$712M
2 +$669M
3 +$635M
4
WMT icon
Walmart Inc
WMT
+$544M
5
PLTR icon
Palantir
PLTR
+$538M

Top Sells

1 +$2.34B
2 +$1.65B
3 +$1.45B
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.01B
5
AAPL icon
Apple
AAPL
+$833M

Sector Composition

1 Technology 34.72%
2 Financials 12.32%
3 Consumer Discretionary 11.56%
4 Communication Services 8.58%
5 Healthcare 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$240M 0.09%
673,718
+22,872
202
$238M 0.09%
935,543
+786,138
203
$238M 0.09%
2,976,076
-698,538
204
$237M 0.09%
2,460,764
+358,464
205
$237M 0.09%
1,409,140
-416,491
206
$236M 0.09%
4,795,100
-2,497,537
207
$236M 0.09%
2,515,061
-466,777
208
$236M 0.09%
300,971
+83,361
209
$235M 0.09%
1,856,157
+511,728
210
$228M 0.08%
881,868
-343,792
211
$228M 0.08%
471,411
+426,441
212
$228M 0.08%
706,808
+205,275
213
$225M 0.08%
3,344,105
+96,586
214
$224M 0.08%
5,269,743
+3,180,531
215
$224M 0.08%
5,703,939
+443,663
216
$223M 0.08%
529,258
+37,271
217
$223M 0.08%
1,685,699
+26,318
218
$222M 0.08%
318,139
+50,315
219
$221M 0.08%
11,325,254
-11,180,465
220
$218M 0.08%
672,412
+76,814
221
$217M 0.08%
861,921
+226,142
222
$217M 0.08%
1,074,216
-566,738
223
$216M 0.08%
2,444,039
+922,125
224
$216M 0.08%
3,067,339
+766,310
225
$215M 0.08%
789,659
+111,317