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
$43.2B
AUM Growth
-$2.82B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,483
New
Increased
Reduced
Closed

Top Buys

1 +$2.93B
2 +$297M
3 +$219M
4
JNJ icon
Johnson & Johnson
JNJ
+$210M
5
MCHI icon
iShares MSCI China ETF
MCHI
+$207M

Top Sells

1 +$1.2B
2 +$484M
3 +$333M
4
T icon
AT&T
T
+$279M
5
LO
LORILLARD INC COM STK
LO
+$255M

Sector Composition

1 Healthcare 13.66%
2 Technology 10.17%
3 Financials 7.75%
4 Energy 6.56%
5 Industrials 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2501
$50K ﹤0.01%
1,675
-49,699
2502
$50K ﹤0.01%
878
-9,929
2503
$50K ﹤0.01%
2,375
2504
$50K ﹤0.01%
8,344
+6,690
2505
$50K ﹤0.01%
3,096
+2,112
2506
$49K ﹤0.01%
3,503
-6,216
2507
$49K ﹤0.01%
1,133
2508
$49K ﹤0.01%
2,039
+1,051
2509
$49K ﹤0.01%
2,570
-7,233
2510
$49K ﹤0.01%
1,695
-9,258
2511
$49K ﹤0.01%
1,439
-552
2512
$49K ﹤0.01%
1,067
-3,862
2513
$49K ﹤0.01%
1,152
-15,177
2514
$49K ﹤0.01%
1,499
-18,926
2515
$48K ﹤0.01%
915
+42
2516
$48K ﹤0.01%
+1,088
2517
$48K ﹤0.01%
2,391
+470
2518
$48K ﹤0.01%
1,653
+805
2519
$48K ﹤0.01%
2,176
-2,001
2520
$48K ﹤0.01%
24,489
+5,531
2521
$48K ﹤0.01%
378
-46
2522
$48K ﹤0.01%
1,019
+111
2523
$48K ﹤0.01%
1,233
-452
2524
$47K ﹤0.01%
2,752
-1,396
2525
$47K ﹤0.01%
3,648
+1,381