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
2426
$522K ﹤0.01%
20,489
-6,175
2427
$522K ﹤0.01%
+12,197
2428
$522K ﹤0.01%
10,283
-44,345
2429
$521K ﹤0.01%
18,204
+5,848
2430
$521K ﹤0.01%
+4,404
2431
$520K ﹤0.01%
+22,575
2432
$520K ﹤0.01%
35,720
+26,292
2433
$519K ﹤0.01%
12,241
-13,892
2434
$517K ﹤0.01%
30,819
-13,638
2435
$515K ﹤0.01%
28,317
-43,237
2436
$511K ﹤0.01%
17,750
+2,480
2437
$509K ﹤0.01%
32,565
-16,575
2438
$509K ﹤0.01%
131,267
+55,134
2439
$508K ﹤0.01%
+8,905
2440
$507K ﹤0.01%
30,032
+28,811
2441
$504K ﹤0.01%
+13,169
2442
$500K ﹤0.01%
3,611
+1,902
2443
$499K ﹤0.01%
22,021
-42,660
2444
$497K ﹤0.01%
6,609
-11,222
2445
$495K ﹤0.01%
11,210
-12,327
2446
$494K ﹤0.01%
19,357
-22,378
2447
$494K ﹤0.01%
3,875
-8,854
2448
$493K ﹤0.01%
10,295
-17,040
2449
$493K ﹤0.01%
11,469
-931
2450
$490K ﹤0.01%
14,321
-21,645