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
$61.6B
AUM Growth
-$7.22B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,785
New
Increased
Reduced
Closed

Top Buys

1 +$1.85B
2 +$1.14B
3 +$653M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$629M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$591M

Top Sells

1 +$1.17B
2 +$981M
3 +$416M
4
AMZN icon
Amazon
AMZN
+$402M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$338M

Sector Composition

1 Technology 14.51%
2 Healthcare 11.16%
3 Financials 11.03%
4 Communication Services 9.68%
5 Consumer Discretionary 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2301
$405K ﹤0.01%
18,251
-57,677
2302
$405K ﹤0.01%
22,263
-5,479
2303
$405K ﹤0.01%
10,093
-9,262
2304
$405K ﹤0.01%
24,119
-32,624
2305
$404K ﹤0.01%
76,416
+63,522
2306
$404K ﹤0.01%
18,014
-109,340
2307
$404K ﹤0.01%
30,000
2308
$402K ﹤0.01%
7,032
-1,526
2309
$399K ﹤0.01%
19,310
-17,211
2310
$399K ﹤0.01%
18,971
-23,698
2311
$399K ﹤0.01%
22,482
-15,560
2312
$398K ﹤0.01%
101
-31
2313
$397K ﹤0.01%
+4,837
2314
$397K ﹤0.01%
40,957
-49,651
2315
$396K ﹤0.01%
24,008
-4,184
2316
$396K ﹤0.01%
22,986
-31,365
2317
$395K ﹤0.01%
5,585
-21,103
2318
$394K ﹤0.01%
10,956
+4,252
2319
$394K ﹤0.01%
63,969
+63,963
2320
$394K ﹤0.01%
11,069
-28,099
2321
$394K ﹤0.01%
28,021
-31,961
2322
$393K ﹤0.01%
11,285
+10,965
2323
$393K ﹤0.01%
12,203
-17,236
2324
$393K ﹤0.01%
153,418
+151,368
2325
$392K ﹤0.01%
47,880
+17,648