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
$220B
AUM Growth
+$17.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,725
New
Increased
Reduced
Closed

Top Buys

1 +$3.85B
2 +$1.78B
3 +$1.57B
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.49B
5
MA icon
Mastercard
MA
+$1.09B

Top Sells

1 +$1.3B
2 +$650M
3 +$475M
4
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$432M
5
NRG icon
NRG Energy
NRG
+$387M

Sector Composition

1 Technology 28.21%
2 Financials 14.77%
3 Consumer Discretionary 11.75%
4 Healthcare 8.96%
5 Communication Services 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2426
$950K ﹤0.01%
25,213
-7,867
2427
$947K ﹤0.01%
84,948
-9,193
2428
$941K ﹤0.01%
12,486
+1,313
2429
$941K ﹤0.01%
12,569
-5,181
2430
$940K ﹤0.01%
157,430
-6,863
2431
$939K ﹤0.01%
57,106
-12,891
2432
$939K ﹤0.01%
30,274
-10,582
2433
$938K ﹤0.01%
35,540
-15,550
2434
$938K ﹤0.01%
102,592
+3,857
2435
$937K ﹤0.01%
187,462
+29,934
2436
$937K ﹤0.01%
23,404
-4,666
2437
$933K ﹤0.01%
177,364
-95,949
2438
$932K ﹤0.01%
35,049
-7,783
2439
$930K ﹤0.01%
57,613
-98
2440
$930K ﹤0.01%
+19,053
2441
$929K ﹤0.01%
63,178
-18,345
2442
$926K ﹤0.01%
153,284
-61,473
2443
$924K ﹤0.01%
9,670
+4,909
2444
$922K ﹤0.01%
34,677
-3,386
2445
$921K ﹤0.01%
62,198
-49,663
2446
$919K ﹤0.01%
47,382
-17,872
2447
$919K ﹤0.01%
+10,938
2448
$912K ﹤0.01%
146,433
+36,803
2449
$909K ﹤0.01%
79,605
-16,671
2450
$904K ﹤0.01%
+229,316