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
$37.5B
AUM Growth
-$5.77B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,456
New
Increased
Reduced
Closed

Top Buys

1 +$1.08B
2 +$324M
3 +$281M
4
DD icon
DuPont de Nemours
DD
+$278M
5
HCC
HCC INSURANCES HOLDINGS INC
HCC
+$230M

Top Sells

1 +$830M
2 +$281M
3 +$205M
4
BHC icon
Bausch Health
BHC
+$183M
5
MCHI icon
iShares MSCI China ETF
MCHI
+$182M

Sector Composition

1 Healthcare 10.73%
2 Technology 8.7%
3 Financials 7.3%
4 Energy 7.22%
5 Communication Services 6.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2551
$42K ﹤0.01%
14,230
-44,156
2552
$42K ﹤0.01%
3,494
-6,096
2553
$42K ﹤0.01%
6,014
+4,041
2554
$41K ﹤0.01%
1,506
+1,118
2555
$41K ﹤0.01%
1,364
-54,481
2556
$41K ﹤0.01%
1,457
-5,561
2557
$41K ﹤0.01%
1,438
-522
2558
$41K ﹤0.01%
8,058
-623
2559
$41K ﹤0.01%
758
+533
2560
$41K ﹤0.01%
1,800
-600
2561
$41K ﹤0.01%
870
-2,673
2562
$40K ﹤0.01%
395
2563
$40K ﹤0.01%
3,504
+2,308
2564
$40K ﹤0.01%
1,106
-461
2565
$39K ﹤0.01%
1,080
2566
$39K ﹤0.01%
1,314
-945
2567
$39K ﹤0.01%
+2,037
2568
$39K ﹤0.01%
2,190
+412
2569
$39K ﹤0.01%
8,210
-4,945
2570
$39K ﹤0.01%
1,370
-856
2571
$39K ﹤0.01%
1,065
+511
2572
$39K ﹤0.01%
1,979
-1,897
2573
$39K ﹤0.01%
1,009
+387
2574
$38K ﹤0.01%
1,271
+565
2575
$38K ﹤0.01%
1,000