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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
$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
2651
$163K ﹤0.01%
6,782
-38,373
2652
$162K ﹤0.01%
6,573
-3,286
2653
$162K ﹤0.01%
12,476
+2,261
2654
$162K ﹤0.01%
14,757
+5,569
2655
$162K ﹤0.01%
415
+240
2656
$162K ﹤0.01%
18,011
+6,119
2657
$162K ﹤0.01%
5,395
+1,075
2658
$161K ﹤0.01%
8,708
-6,980
2659
$160K ﹤0.01%
2,127
+1,831
2660
$160K ﹤0.01%
20,032
+4,902
2661
$159K ﹤0.01%
6,946
-12,144
2662
$159K ﹤0.01%
19,829
-11,328
2663
$157K ﹤0.01%
91,950
-173,560
2664
$157K ﹤0.01%
19,670
-15,555
2665
$157K ﹤0.01%
10,418
-9,253
2666
$157K ﹤0.01%
14,245
+12,780
2667
$157K ﹤0.01%
15,708
+704
2668
$157K ﹤0.01%
8,288
+5,953
2669
$157K ﹤0.01%
7,822
-1,129
2670
$156K ﹤0.01%
5,795
-18,446
2671
$156K ﹤0.01%
3,914
+3,714
2672
$155K ﹤0.01%
3,619
+1,117
2673
$155K ﹤0.01%
12,899
+3,744
2674
$154K ﹤0.01%
10,295
+1,706
2675
$154K ﹤0.01%
5,890
-1,411