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
2701
$146K ﹤0.01%
6,615
+5,805
2702
$146K ﹤0.01%
1,461
+986
2703
$146K ﹤0.01%
72,880
-42,946
2704
$146K ﹤0.01%
5,806
-16,800
2705
$146K ﹤0.01%
14,605
-3,250
2706
$145K ﹤0.01%
1,397
-5,994
2707
$145K ﹤0.01%
7,659
-10,698
2708
$145K ﹤0.01%
13,138
-17,675
2709
$145K ﹤0.01%
3,193
-14,787
2710
$144K ﹤0.01%
1,632
-778
2711
$144K ﹤0.01%
11,065
+2,894
2712
$144K ﹤0.01%
+12,002
2713
$144K ﹤0.01%
4,974
+3,841
2714
$144K ﹤0.01%
13,009
+10,052
2715
$143K ﹤0.01%
2,742
-2,228
2716
$143K ﹤0.01%
5,962
-710
2717
$143K ﹤0.01%
6,501
2718
$142K ﹤0.01%
8,868
-49,753
2719
$142K ﹤0.01%
14,184
+8,220
2720
$142K ﹤0.01%
556
+529
2721
$142K ﹤0.01%
4,160
+2,483
2722
$142K ﹤0.01%
20,336
+1,199
2723
$142K ﹤0.01%
10,942
+6,794
2724
$142K ﹤0.01%
17,621
+9,646
2725
$141K ﹤0.01%
17,558
+14,606