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
$55.4B
AUM Growth
+$14B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,657
New
Increased
Reduced
Closed

Top Buys

1 +$3.38B
2 +$685M
3 +$497M
4
BHC icon
Bausch Health
BHC
+$314M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$299M

Top Sells

1 +$418M
2 +$243M
3 +$193M
4
SO icon
Southern Company
SO
+$163M
5
DELL
DELL INC
DELL
+$150M

Sector Composition

1 Healthcare 9.19%
2 Financials 9.09%
3 Technology 8.22%
4 Consumer Discretionary 6.37%
5 Energy 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2476
$223K ﹤0.01%
8,945
-2,559
2477
$222K ﹤0.01%
11,728
+904
2478
$222K ﹤0.01%
7,924
-21,879
2479
$222K ﹤0.01%
+11,098
2480
$221K ﹤0.01%
3,566
-7,433
2481
$220K ﹤0.01%
27,481
+9,890
2482
$220K ﹤0.01%
7,787
-8,389
2483
$220K ﹤0.01%
24,322
+4,920
2484
$220K ﹤0.01%
4,876
+1,042
2485
$219K ﹤0.01%
3,771
-26,201
2486
$219K ﹤0.01%
14,598
+9,571
2487
$219K ﹤0.01%
12,170
-10,613
2488
$218K ﹤0.01%
15,513
-39,374
2489
$218K ﹤0.01%
2,009
-4,366
2490
$217K ﹤0.01%
6,991
-565
2491
$217K ﹤0.01%
9,440
+3,914
2492
$217K ﹤0.01%
8,653
+1,969
2493
$216K ﹤0.01%
16,608
+3,704
2494
$215K ﹤0.01%
5,351
-10,889
2495
$215K ﹤0.01%
9,761
+5,052
2496
$215K ﹤0.01%
7,672
-24,183
2497
$214K ﹤0.01%
5,963
+450
2498
$214K ﹤0.01%
12,608
+5,043
2499
$213K ﹤0.01%
13,223
-24,280
2500
$213K ﹤0.01%
3,182
-14,456