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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
2601
$27K ﹤0.01%
1,495
+959
2602
$27K ﹤0.01%
977
-5,868
2603
$27K ﹤0.01%
1,041
-4,841
2604
$27K ﹤0.01%
1,905
+133
2605
$27K ﹤0.01%
+8,900
2606
$27K ﹤0.01%
868
-1,027
2607
$27K ﹤0.01%
484
+469
2608
$27K ﹤0.01%
1,497
+19
2609
$27K ﹤0.01%
9,157
-91,389
2610
$26K ﹤0.01%
669
-82
2611
$26K ﹤0.01%
2,696
+1,600
2612
$26K ﹤0.01%
447
-1,780
2613
$26K ﹤0.01%
8,400
+2,800
2614
$26K ﹤0.01%
+261
2615
$26K ﹤0.01%
561
-56
2616
$26K ﹤0.01%
+1,339
2617
$26K ﹤0.01%
2,166
+1,506
2618
$26K ﹤0.01%
12,905
-53,210
2619
$26K ﹤0.01%
1,875
2620
$26K ﹤0.01%
2,610
+1,610
2621
$26K ﹤0.01%
+13,207
2622
$25K ﹤0.01%
595
-1,403,476
2623
$25K ﹤0.01%
+1,409
2624
$25K ﹤0.01%
8,400
+7,529
2625
$25K ﹤0.01%
1,499
+1,295