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
$124B
AUM Growth
-$39.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,969
New
Increased
Reduced
Closed

Top Buys

1 +$1.74B
2 +$760M
3 +$429M
4
STLA icon
Stellantis
STLA
+$372M
5
CERN
Cerner Corp
CERN
+$304M

Top Sells

1 +$1.85B
2 +$1.75B
3 +$1.22B
4
AMZN icon
Amazon
AMZN
+$1.04B
5
IYR icon
iShares US Real Estate ETF
IYR
+$924M

Sector Composition

1 Technology 22.69%
2 Financials 14.86%
3 Healthcare 10.55%
4 Consumer Discretionary 9.98%
5 Communication Services 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2451
$733K ﹤0.01%
+74,999
2452
$733K ﹤0.01%
+27,739
2453
$731K ﹤0.01%
+240,337
2454
$730K ﹤0.01%
+73,200
2455
$730K ﹤0.01%
+37,938
2456
$729K ﹤0.01%
32,312
-19,618
2457
$728K ﹤0.01%
+32,406
2458
$727K ﹤0.01%
+36,683
2459
$727K ﹤0.01%
13,860
-5,603
2460
$726K ﹤0.01%
5,801
+5,691
2461
$722K ﹤0.01%
27,484
-16,602
2462
$722K ﹤0.01%
+102,773
2463
$722K ﹤0.01%
23,721
-170,784
2464
$721K ﹤0.01%
+22,500
2465
$721K ﹤0.01%
78,850
-158,749
2466
$719K ﹤0.01%
39,221
-19,122
2467
$717K ﹤0.01%
12,354
-17,700
2468
$715K ﹤0.01%
118,300
-22,578
2469
$713K ﹤0.01%
+2,879
2470
$712K ﹤0.01%
+56,080
2471
$712K ﹤0.01%
+72,307
2472
$711K ﹤0.01%
25,062
+24,781
2473
$710K ﹤0.01%
+26,336
2474
$707K ﹤0.01%
34,385
+4,310
2475
$706K ﹤0.01%
91,052
-72,526