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
$46.1B
AUM Growth
-$9.19B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,425
New
Increased
Reduced
Closed

Top Buys

1 +$319M
2 +$230M
3 +$192M
4
VZ icon
Verizon
VZ
+$174M
5
MA icon
Mastercard
MA
+$160M

Top Sells

1 +$5.08B
2 +$850M
3 +$781M
4
BHC icon
Bausch Health
BHC
+$466M
5
META icon
Meta Platforms (Facebook)
META
+$407M

Sector Composition

1 Healthcare 14.28%
2 Technology 10.31%
3 Financials 9.22%
4 Energy 6.79%
5 Consumer Discretionary 6.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2701
$38K ﹤0.01%
6,408
-862
2702
$38K ﹤0.01%
2,259
-3,855
2703
$38K ﹤0.01%
1,988
-3,323
2704
$38K ﹤0.01%
873
-930
2705
$38K ﹤0.01%
12,709
-5,082
2706
$37K ﹤0.01%
108
-576
2707
$37K ﹤0.01%
736
-1,492
2708
$37K ﹤0.01%
1,574
-6,905
2709
$37K ﹤0.01%
626
+625
2710
$37K ﹤0.01%
402
-2,700
2711
$37K ﹤0.01%
300
-13,429
2712
$37K ﹤0.01%
734
-663
2713
$37K ﹤0.01%
997
-3,703
2714
$37K ﹤0.01%
428
-386
2715
$37K ﹤0.01%
831
-868
2716
$37K ﹤0.01%
655
-2,332
2717
$37K ﹤0.01%
984
-1,681
2718
$37K ﹤0.01%
3,723
-4,239
2719
$37K ﹤0.01%
3,077
2720
$37K ﹤0.01%
4,890
-8,380
2721
$37K ﹤0.01%
1,600
2722
$36K ﹤0.01%
+142
2723
$36K ﹤0.01%
1,921
+1,694
2724
$36K ﹤0.01%
3,600
2725
$36K ﹤0.01%
1,898
-1,199