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
$202B
AUM Growth
-$24.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,646
New
Increased
Reduced
Closed

Top Buys

1 +$3.92B
2 +$551M
3 +$406M
4
UNH icon
UnitedHealth
UNH
+$395M
5
AMD icon
Advanced Micro Devices
AMD
+$363M

Top Sells

1 +$4.41B
2 +$2.28B
3 +$2.02B
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.83B
5
FLUT icon
Flutter Entertainment
FLUT
+$962M

Sector Composition

1 Technology 31.54%
2 Consumer Discretionary 12.6%
3 Financials 12.44%
4 Industrials 8.48%
5 Communication Services 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2351
$1.45M ﹤0.01%
64,563
+8,346
2352
$1.45M ﹤0.01%
74,744
+4,920
2353
$1.45M ﹤0.01%
98,735
-30,461
2354
$1.45M ﹤0.01%
+74,583
2355
$1.45M ﹤0.01%
90,894
+5,777
2356
$1.44M ﹤0.01%
36,295
+4,823
2357
$1.44M ﹤0.01%
98,964
+1,081
2358
$1.44M ﹤0.01%
91,087
+6,145
2359
$1.44M ﹤0.01%
52,136
-687
2360
$1.44M ﹤0.01%
+44,619
2361
$1.44M ﹤0.01%
58,777
-6,861
2362
$1.43M ﹤0.01%
71,815
-14,016
2363
$1.43M ﹤0.01%
121,082
+13,793
2364
$1.43M ﹤0.01%
37,635
+2,858
2365
$1.43M ﹤0.01%
+71,036
2366
$1.43M ﹤0.01%
53,499
+11,977
2367
$1.42M ﹤0.01%
38,678
+4,331
2368
$1.42M ﹤0.01%
71,896
+7,267
2369
$1.41M ﹤0.01%
24,847
-409
2370
$1.41M ﹤0.01%
223,019
+22,770
2371
$1.41M ﹤0.01%
124,633
+17,991
2372
$1.4M ﹤0.01%
99,891
+927
2373
$1.4M ﹤0.01%
24,013
+552
2374
$1.4M ﹤0.01%
77,264
+9,080
2375
$1.4M ﹤0.01%
77,444
-3,670