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
$33.7B
AUM Growth
+$2.97B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,304
New
Increased
Reduced
Closed

Top Sells

1 +$441M
2 +$407M
3 +$267M
4
BABA icon
Alibaba
BABA
+$245M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$243M

Sector Composition

1 Technology 12.94%
2 Financials 12.22%
3 Healthcare 10.7%
4 Communication Services 7.76%
5 Consumer Discretionary 7.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2551
$96K ﹤0.01%
15,522
-103,023
2552
$96K ﹤0.01%
+1,056
2553
$95K ﹤0.01%
7,486
-22,693
2554
$95K ﹤0.01%
3,372
+2,669
2555
$95K ﹤0.01%
1,670
-27,659
2556
$95K ﹤0.01%
1,125
-66
2557
$95K ﹤0.01%
3,554
-5,677
2558
$95K ﹤0.01%
980
-3,321
2559
$95K ﹤0.01%
650
2560
$95K ﹤0.01%
6,182
2561
$94K ﹤0.01%
3,642
-1,456
2562
$94K ﹤0.01%
1,200
-1,082
2563
$94K ﹤0.01%
3,929
-1,936
2564
$93K ﹤0.01%
6,172
-102,155
2565
$93K ﹤0.01%
3,668
+1,863
2566
$92K ﹤0.01%
929
-977
2567
$92K ﹤0.01%
1,800
2568
$92K ﹤0.01%
23,646
-70,865
2569
$92K ﹤0.01%
36,016
-3,768
2570
$91K ﹤0.01%
2,045
+757
2571
$90K ﹤0.01%
1,444
+420
2572
$90K ﹤0.01%
5,600
-27,396
2573
$90K ﹤0.01%
1,056
+7
2574
$90K ﹤0.01%
3,325
+2,081
2575
$90K ﹤0.01%
+4,491