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
$55.4B
AUM Growth
+$14B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,657
New
Increased
Reduced
Closed

Top Buys

1 +$3.38B
2 +$685M
3 +$497M
4
BHC icon
Bausch Health
BHC
+$314M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$299M

Top Sells

1 +$418M
2 +$243M
3 +$193M
4
SO icon
Southern Company
SO
+$163M
5
DELL
DELL INC
DELL
+$150M

Sector Composition

1 Healthcare 9.19%
2 Financials 9.09%
3 Technology 8.22%
4 Consumer Discretionary 6.37%
5 Energy 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2626
$171K ﹤0.01%
2,859
+276
2627
$171K ﹤0.01%
17,156
+16,328
2628
$171K ﹤0.01%
9,465
+5,966
2629
$170K ﹤0.01%
33,976
-196,940
2630
$170K ﹤0.01%
10,023
-25,478
2631
$170K ﹤0.01%
33,928
+14,592
2632
$170K ﹤0.01%
8,922
-1,919
2633
$169K ﹤0.01%
8,921
+1,179
2634
$169K ﹤0.01%
10,564
-10,365
2635
$168K ﹤0.01%
24,008
-2,082
2636
$168K ﹤0.01%
9,878
-23,359
2637
$167K ﹤0.01%
5,228
-5,384
2638
$167K ﹤0.01%
2,930
-7,462
2639
$167K ﹤0.01%
6,620
-4,901
2640
$166K ﹤0.01%
+5,020
2641
$166K ﹤0.01%
8,725
-1,074
2642
$166K ﹤0.01%
5,112
+1,168
2643
$166K ﹤0.01%
6,154
-2,600
2644
$165K ﹤0.01%
27,500
-5,000
2645
$165K ﹤0.01%
9,127
-3,717
2646
$164K ﹤0.01%
18,168
-2,731
2647
$164K ﹤0.01%
1,560
-31,317
2648
$164K ﹤0.01%
5,202
-9,882
2649
$163K ﹤0.01%
+4,519
2650
$163K ﹤0.01%
9,680
-39,416