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
2726
$36K ﹤0.01%
951
-4,842
2727
$36K ﹤0.01%
3,233
+1,167
2728
$36K ﹤0.01%
18,041
+2,374
2729
$36K ﹤0.01%
4,611
2730
$35K ﹤0.01%
846
-3,421
2731
$35K ﹤0.01%
767
-6,825
2732
$35K ﹤0.01%
254
-232
2733
$35K ﹤0.01%
1,572
-1,704
2734
$35K ﹤0.01%
840
-1,439
2735
$35K ﹤0.01%
1,368
-139,123
2736
$35K ﹤0.01%
1,584
-15,672
2737
$35K ﹤0.01%
1,400
-362
2738
$35K ﹤0.01%
2,163
-8,924
2739
$35K ﹤0.01%
821
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2740
$35K ﹤0.01%
12,054
+8,678
2741
$35K ﹤0.01%
454
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2742
$35K ﹤0.01%
1,063
-951
2743
$35K ﹤0.01%
2,725
-2,037
2744
$35K ﹤0.01%
1,096
-3,367
2745
$35K ﹤0.01%
10,360
-11,650
2746
$34K ﹤0.01%
4,466
-349,551
2747
$34K ﹤0.01%
884
-504
2748
$34K ﹤0.01%
1,000
2749
$34K ﹤0.01%
90
-318
2750
$34K ﹤0.01%
399
-675