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
2551
$44K ﹤0.01%
1,182
-1,313
2552
$44K ﹤0.01%
1,250
2553
$44K ﹤0.01%
735
-837
2554
$44K ﹤0.01%
951
-547
2555
$44K ﹤0.01%
+2,960
2556
$44K ﹤0.01%
1,740
-416
2557
$44K ﹤0.01%
43,751
+41,977
2558
$44K ﹤0.01%
1,080
2559
$44K ﹤0.01%
7,465
+7,400
2560
$43K ﹤0.01%
+699
2561
$43K ﹤0.01%
4,748
+3,491
2562
$43K ﹤0.01%
1,000
2563
$43K ﹤0.01%
2,900
-88,926
2564
$43K ﹤0.01%
2,855
+2,271
2565
$43K ﹤0.01%
395
2566
$43K ﹤0.01%
1,639
-616
2567
$43K ﹤0.01%
1,303
-19,329
2568
$43K ﹤0.01%
+1,300
2569
$43K ﹤0.01%
1,026
-9,258
2570
$43K ﹤0.01%
43,217
+41,384
2571
$42K ﹤0.01%
8,702
-77,573
2572
$42K ﹤0.01%
1,446
-4,288
2573
$42K ﹤0.01%
1,795
+454
2574
$42K ﹤0.01%
568
-350
2575
$42K ﹤0.01%
98
-169