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
2276
$465K ﹤0.01%
7,042
+6,853
2277
$465K ﹤0.01%
17,000
-2,000
2278
$465K ﹤0.01%
7,928
+2,738
2279
$462K ﹤0.01%
7,942
+3,899
2280
$462K ﹤0.01%
7,610
+7,510
2281
$461K ﹤0.01%
8,938
+7,392
2282
$461K ﹤0.01%
52,808
+33,602
2283
$460K ﹤0.01%
18,279
+3,450
2284
$459K ﹤0.01%
4,804
+561
2285
$459K ﹤0.01%
8,370
+5,158
2286
$457K ﹤0.01%
35,952
+22,545
2287
$457K ﹤0.01%
11,400
-273
2288
$457K ﹤0.01%
16,032
-4,838
2289
$455K ﹤0.01%
14,663
+7,116
2290
$455K ﹤0.01%
66,384
+40,372
2291
$454K ﹤0.01%
755
-1,256
2292
$453K ﹤0.01%
19,037
-497
2293
$453K ﹤0.01%
78,150
+34,214
2294
$452K ﹤0.01%
8,884
-2,500
2295
$450K ﹤0.01%
12,111
-4,412
2296
$450K ﹤0.01%
20,189
+8,152
2297
$449K ﹤0.01%
32,187
+1,383
2298
$448K ﹤0.01%
67,383
+19,357
2299
$448K ﹤0.01%
26,945
+20,420
2300
$447K ﹤0.01%
15,200
+4,800