We are live on ! Find out more
Barclays

Barclays Portfolio holdings

AUM $280B
1-Year Est. Return 34.19%
 

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
+34.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$29.7B
AUM Growth
-$3.99B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,082
New
Increased
Reduced
Closed

Top Buys

1 +$355M
2 +$304M
3 +$267M
4
GILD icon
Gilead Sciences
GILD
+$239M
5
V icon
Visa
V
+$229M

Top Sells

1 +$388M
2 +$370M
3 +$295M
4
BABA icon
Alibaba
BABA
+$234M
5
IBM icon
IBM
IBM
+$210M

Sector Composition

1 Technology 12.25%
2 Healthcare 11.67%
3 Financials 9.34%
4 Communication Services 7.8%
5 Energy 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2501
$41K ﹤0.01%
+2,258
2502
$40K ﹤0.01%
9,884
-21,391
2503
$40K ﹤0.01%
1,410
+207
2504
$40K ﹤0.01%
208
+180
2505
$40K ﹤0.01%
+3,584
2506
$40K ﹤0.01%
+818
2507
$40K ﹤0.01%
56
-4
2508
$40K ﹤0.01%
4,899
-609
2509
$39K ﹤0.01%
+1,938
2510
$39K ﹤0.01%
800
-19,188
2511
$39K ﹤0.01%
880
-1,101
2512
$39K ﹤0.01%
13,307
+1,287
2513
$39K ﹤0.01%
690
2514
$39K ﹤0.01%
+3,557
2515
$39K ﹤0.01%
2,589
+2,587
2516
$38K ﹤0.01%
+2,016
2517
$38K ﹤0.01%
4,183
+3,200
2518
$38K ﹤0.01%
9,720
-16,095
2519
$38K ﹤0.01%
79
+69
2520
$38K ﹤0.01%
+480
2521
$38K ﹤0.01%
+2,251
2522
$38K ﹤0.01%
2,970
-137
2523
$37K ﹤0.01%
1,396
-310
2524
$37K ﹤0.01%
1,440
-1,414
2525
$37K ﹤0.01%
+2,065