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
$122B
AUM Growth
+$18.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,366
New
Increased
Reduced
Closed

Top Buys

1 +$1.48B
2 +$610M
3 +$538M
4
NUAN
Nuance Communications, Inc.
NUAN
+$379M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$337M

Top Sells

1 +$1.14B
2 +$466M
3 +$420M
4
TSLA icon
Tesla
TSLA
+$251M
5
IPHI
INPHI CORPORATION
IPHI
+$242M

Sector Composition

1 Technology 23.15%
2 Financials 13.74%
3 Communication Services 10.15%
4 Consumer Discretionary 10.11%
5 Healthcare 9.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2401
$557K ﹤0.01%
21,852
-21,563
2402
$556K ﹤0.01%
21,963
-24,101
2403
$552K ﹤0.01%
+4,254
2404
$551K ﹤0.01%
42,768
-62,594
2405
$551K ﹤0.01%
26,664
-36,631
2406
$550K ﹤0.01%
16,575
-8,408
2407
$550K ﹤0.01%
6,200
-5,127
2408
$549K ﹤0.01%
8,574
-38,496
2409
$549K ﹤0.01%
+7,172
2410
$544K ﹤0.01%
6,963
-35,925
2411
$544K ﹤0.01%
86,393
+18,506
2412
$540K ﹤0.01%
23,683
-32,432
2413
$539K ﹤0.01%
16,675
-13,884
2414
$538K ﹤0.01%
10,804
-14,490
2415
$537K ﹤0.01%
8,780
+3,580
2416
$537K ﹤0.01%
10,569
+7,151
2417
$536K ﹤0.01%
27,135
+6,633
2418
$534K ﹤0.01%
34,871
-50,444
2419
$533K ﹤0.01%
37,386
-27,350
2420
$529K ﹤0.01%
18,924
+6,007
2421
$528K ﹤0.01%
34,732
+27,019
2422
$527K ﹤0.01%
24,954
-53,860
2423
$525K ﹤0.01%
10,225
+7,580
2424
$524K ﹤0.01%
3,437
+3,378
2425
$522K ﹤0.01%
31,941
-417,053