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
$50.1B
AUM Growth
-$5.25B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,669
New
Increased
Reduced
Closed

Top Buys

1 +$391M
2 +$370M
3 +$359M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$269M
5
GILD icon
Gilead Sciences
GILD
+$242M

Top Sells

1 +$3.08B
2 +$425M
3 +$329M
4
WFC icon
Wells Fargo
WFC
+$237M
5
VOD icon
Vodafone
VOD
+$217M

Sector Composition

1 Healthcare 10.21%
2 Technology 8.33%
3 Financials 7.8%
4 Communication Services 6.71%
5 Real Estate 6.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2651
$104K ﹤0.01%
8,000
2652
$104K ﹤0.01%
9,459
+4,059
2653
$104K ﹤0.01%
3,384
-34,265
2654
$104K ﹤0.01%
2,100
2655
$103K ﹤0.01%
4,912
+4,057
2656
$103K ﹤0.01%
12,833
-17,422
2657
$103K ﹤0.01%
10,340
-13,668
2658
$103K ﹤0.01%
1,501
-3,454
2659
$103K ﹤0.01%
3,830
+1,145
2660
$103K ﹤0.01%
3,448
-104
2661
$102K ﹤0.01%
12,719
-10,000
2662
$102K ﹤0.01%
4,899
-1,200
2663
$102K ﹤0.01%
3,644
-180
2664
$101K ﹤0.01%
7,727
+5,055
2665
$101K ﹤0.01%
+5,600
2666
$101K ﹤0.01%
2,297
+2,168
2667
$101K ﹤0.01%
4,533
-6,189
2668
$101K ﹤0.01%
2,641
-5,157
2669
$101K ﹤0.01%
20,111
-13,817
2670
$100K ﹤0.01%
3,437
-15,452
2671
$100K ﹤0.01%
6,663
+26
2672
$100K ﹤0.01%
1,917
-543
2673
$100K ﹤0.01%
562
+149
2674
$100K ﹤0.01%
2,610
-52,841
2675
$100K ﹤0.01%
7,153
-1,832