Barclays

Barclays Portfolio holdings

AUM $249B
1-Year Est. Return 25.39%
 

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
+25.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$68.8B
AUM Growth
+$12.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,762
New
Increased
Reduced
Closed

Top Sells

1 +$431M
2 +$223M
3 +$213M
4
HAL icon
Halliburton
HAL
+$211M
5
BMY icon
Bristol-Myers Squibb
BMY
+$204M

Sector Composition

1 Technology 17.28%
2 Financials 11.91%
3 Healthcare 11.8%
4 Consumer Discretionary 10.58%
5 Industrials 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2601
$468K ﹤0.01%
25,229
+17,438
2602
$466K ﹤0.01%
16,305
+8,839
2603
$463K ﹤0.01%
33,227
+19,923
2604
$462K ﹤0.01%
12,692
+7,896
2605
$462K ﹤0.01%
4,675
2606
$459K ﹤0.01%
1,258
-15
2607
$458K ﹤0.01%
2,214
+992
2608
$457K ﹤0.01%
953
+719
2609
$457K ﹤0.01%
27,392
-13,488
2610
$455K ﹤0.01%
28,525
+26,086
2611
$452K ﹤0.01%
22,015
+61
2612
$451K ﹤0.01%
12,276
+5,654
2613
$451K ﹤0.01%
12,881
-1,484
2614
$450K ﹤0.01%
39,881
-3,682
2615
$449K ﹤0.01%
4,495
-3,482
2616
$449K ﹤0.01%
56,261
+47,230
2617
$449K ﹤0.01%
28,708
+19,222
2618
$449K ﹤0.01%
55,949
+52,947
2619
$449K ﹤0.01%
99,618
+61,715
2620
$448K ﹤0.01%
4,155
+2,470
2621
$448K ﹤0.01%
49,749
+38,936
2622
$447K ﹤0.01%
75,938
+32,298
2623
$446K ﹤0.01%
28,867
+27,263
2624
$445K ﹤0.01%
12
+8
2625
$445K ﹤0.01%
6,756
-97,653