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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
$29.7B
AUM Growth
-$3.99B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,082
New
Increased
Reduced
Closed

Top Buys

1 +$355M
2 +$304M
3 +$267M
4
GILD icon
Gilead Sciences
GILD
+$239M
5
V icon
Visa
V
+$229M

Top Sells

1 +$388M
2 +$370M
3 +$295M
4
BABA icon
Alibaba
BABA
+$234M
5
IBM icon
IBM
IBM
+$210M

Sector Composition

1 Technology 12.25%
2 Healthcare 11.67%
3 Financials 9.34%
4 Communication Services 7.8%
5 Energy 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2701
$18K ﹤0.01%
1,000
2702
$18K ﹤0.01%
2,011
2703
$18K ﹤0.01%
3,000
+600
2704
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500
2705
$18K ﹤0.01%
2,300
+1,926
2706
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899
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2707
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467
-191
2708
$18K ﹤0.01%
750
2709
$18K ﹤0.01%
+1,500
2710
$18K ﹤0.01%
700
2711
$18K ﹤0.01%
+2,640
2712
$18K ﹤0.01%
+1,306
2713
$18K ﹤0.01%
769
+74
2714
$18K ﹤0.01%
6,207
-20,614
2715
$17K ﹤0.01%
1,443
-7,019
2716
$17K ﹤0.01%
+1,349
2717
$17K ﹤0.01%
+1,897
2718
$17K ﹤0.01%
1,073
-56,095
2719
$17K ﹤0.01%
1,144
-5
2720
$17K ﹤0.01%
1,296
+862
2721
$16K ﹤0.01%
+850
2722
$16K ﹤0.01%
165
-49
2723
$16K ﹤0.01%
752
+736
2724
$16K ﹤0.01%
+963
2725
$16K ﹤0.01%
+544