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
2451
$902K ﹤0.01%
116,236
-45,441
2452
$900K ﹤0.01%
60,084
-14,513
2453
$899K ﹤0.01%
12,078
-4,156
2454
$898K ﹤0.01%
75,430
-145,460
2455
$897K ﹤0.01%
+33,839
2456
$894K ﹤0.01%
264,583
-103,152
2457
$891K ﹤0.01%
40,385
-7,935
2458
$891K ﹤0.01%
45,598
-9,074
2459
$891K ﹤0.01%
18,440
-6,500
2460
$887K ﹤0.01%
405,222
-980,468
2461
$881K ﹤0.01%
88,993
+45,289
2462
$876K ﹤0.01%
157,477
-64,394
2463
$871K ﹤0.01%
51,244
-23,500
2464
$871K ﹤0.01%
28,569
-10,010
2465
$871K ﹤0.01%
47,993
-17,910
2466
$869K ﹤0.01%
140,182
-58,219
2467
$868K ﹤0.01%
168,613
-31,057
2468
$868K ﹤0.01%
137,932
-18,335
2469
$866K ﹤0.01%
37,995
-14,621
2470
$866K ﹤0.01%
208,589
+13,095
2471
$861K ﹤0.01%
65,960
-24,698
2472
$861K ﹤0.01%
21,853
-4,530
2473
$858K ﹤0.01%
57,903
+1,237
2474
$857K ﹤0.01%
42,815
-6,198
2475
$856K ﹤0.01%
119,659
-7,406