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
2626
$444K ﹤0.01%
25,409
+10,775
2627
$443K ﹤0.01%
17,869
-9,579
2628
$443K ﹤0.01%
38,996
-139,804
2629
$440K ﹤0.01%
2,170
2630
$440K ﹤0.01%
35,554
+34,730
2631
$439K ﹤0.01%
23,630
+17,922
2632
$437K ﹤0.01%
965
-8,702
2633
$437K ﹤0.01%
18,266
-1,062
2634
$437K ﹤0.01%
13,899
+8,758
2635
$433K ﹤0.01%
6,722
-3,705
2636
$432K ﹤0.01%
20,796
+13,814
2637
$432K ﹤0.01%
16,687
+8,793
2638
$432K ﹤0.01%
4,970
+4,647
2639
$432K ﹤0.01%
117,403
+65,874
2640
$431K ﹤0.01%
25,346
+20,430
2641
$430K ﹤0.01%
30,000
2642
$430K ﹤0.01%
4,620
+3,704
2643
$429K ﹤0.01%
19,985
-475,376
2644
$429K ﹤0.01%
6,425
+5,527
2645
$429K ﹤0.01%
23,931
-46,540
2646
$427K ﹤0.01%
37,230
+459
2647
$427K ﹤0.01%
5,632
+1,137
2648
$423K ﹤0.01%
4,551
+2,755
2649
$423K ﹤0.01%
21,488
-49,225
2650
$423K ﹤0.01%
36,176
+12,176