Barclays

Barclays Portfolio holdings

AUM $249B
1-Year Est. Return 25.39%
 

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
+25.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$68.8B
AUM Growth
+$12.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,762
New
Increased
Reduced
Closed

Top Sells

1 +$431M
2 +$223M
3 +$213M
4
HAL icon
Halliburton
HAL
+$211M
5
BMY icon
Bristol-Myers Squibb
BMY
+$204M

Sector Composition

1 Technology 17.28%
2 Financials 11.91%
3 Healthcare 11.8%
4 Consumer Discretionary 10.58%
5 Industrials 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2476
$612K ﹤0.01%
32,709
-92,971
2477
$611K ﹤0.01%
+53,679
2478
$611K ﹤0.01%
34,406
+29,593
2479
$611K ﹤0.01%
34,250
+22,861
2480
$607K ﹤0.01%
59,226
+41,416
2481
$606K ﹤0.01%
11,062
+8,970
2482
$606K ﹤0.01%
43,601
+27,979
2483
$605K ﹤0.01%
8,558
+6,466
2484
$602K ﹤0.01%
26,937
+14,239
2485
$599K ﹤0.01%
30,873
+18,531
2486
$599K ﹤0.01%
5,607
-1,008
2487
$596K ﹤0.01%
18,975
+9,772
2488
$595K ﹤0.01%
23,481
+23,480
2489
$594K ﹤0.01%
73,200
+73,136
2490
$594K ﹤0.01%
27,401
+24,120
2491
$594K ﹤0.01%
15,108
+12,571
2492
$592K ﹤0.01%
84,071
+23,880
2493
$590K ﹤0.01%
29,346
+27,195
2494
$588K ﹤0.01%
37,028
+24,409
2495
$584K ﹤0.01%
55,765
-3,000
2496
$583K ﹤0.01%
18,831
+12,359
2497
$583K ﹤0.01%
6,350
2498
$582K ﹤0.01%
8,384
-840
2499
$580K ﹤0.01%
3,367
+64
2500
$579K ﹤0.01%
9,828
+5,029