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
$89.7B
AUM Growth
+$5.47B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,868
New
Increased
Reduced
Closed

Top Buys

1 +$1.12B
2 +$606M
3 +$542M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$409M
5
AAPL icon
Apple
AAPL
+$302M

Top Sells

1 +$2.23B
2 +$1.41B
3 +$1.26B
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$935M
5
DD icon
DuPont de Nemours
DD
+$669M

Sector Composition

1 Technology 20.31%
2 Financials 12.52%
3 Consumer Discretionary 10.54%
4 Communication Services 10.47%
5 Healthcare 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2301
$470K ﹤0.01%
54,014
-5,538
2302
$470K ﹤0.01%
28,264
-6,045
2303
$469K ﹤0.01%
+33,156
2304
$469K ﹤0.01%
19,428
-1,804
2305
$469K ﹤0.01%
23,315
-4,170
2306
$469K ﹤0.01%
36,961
+5,533
2307
$468K ﹤0.01%
15,109
+376
2308
$468K ﹤0.01%
23,503
-4,653
2309
$467K ﹤0.01%
6,091
-12,256
2310
$466K ﹤0.01%
17,617
-8,097
2311
$466K ﹤0.01%
147,955
-152
2312
$465K ﹤0.01%
23,976
-750
2313
$465K ﹤0.01%
4,182
-552
2314
$464K ﹤0.01%
26,104
-17,016
2315
$464K ﹤0.01%
22,428
-8,019
2316
$464K ﹤0.01%
18,465
-40,004
2317
$462K ﹤0.01%
15,005
-239,381
2318
$462K ﹤0.01%
3,531
+748
2319
$460K ﹤0.01%
66,556
+29,785
2320
$458K ﹤0.01%
10,407
+118
2321
$458K ﹤0.01%
10,477
-4,389
2322
$458K ﹤0.01%
22,137
-1,737
2323
$458K ﹤0.01%
20,011
-6,631
2324
$458K ﹤0.01%
163,792
-20,701
2325
$456K ﹤0.01%
9,405
-3,150