Barclays

Barclays Portfolio holdings

AUM $272B
1-Year Est. Return 16.92%
 

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
+16.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$42.6B
AUM Growth
-$1.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,397
New
Increased
Reduced
Closed

Top Buys

1 +$649M
2 +$353M
3 +$135M
4
HAL icon
Halliburton
HAL
+$135M
5
DOV icon
Dover
DOV
+$119M

Top Sells

1 +$3.73B
2 +$709M
3 +$468M
4
RAI
Reynolds American Inc
RAI
+$293M
5
GILD icon
Gilead Sciences
GILD
+$261M

Sector Composition

1 Technology 14.19%
2 Healthcare 11.67%
3 Financials 10.34%
4 Consumer Discretionary 9.34%
5 Communication Services 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2751
$71K ﹤0.01%
1,000
2752
$71K ﹤0.01%
29,917
-72,181
2753
$71K ﹤0.01%
+4,183
2754
$70K ﹤0.01%
1,600
+162
2755
$70K ﹤0.01%
8,379
+8,192
2756
$69K ﹤0.01%
+1,286
2757
$69K ﹤0.01%
555
-1,471
2758
$69K ﹤0.01%
1,354
+854
2759
$68K ﹤0.01%
+2,966
2760
$67K ﹤0.01%
+500
2761
$67K ﹤0.01%
211
-1,120
2762
$67K ﹤0.01%
2,299
-13,837
2763
$67K ﹤0.01%
1,938
-2,917
2764
$67K ﹤0.01%
5,420
+5,319
2765
$66K ﹤0.01%
5,500
+4,672
2766
$66K ﹤0.01%
1,638
2767
$66K ﹤0.01%
+152
2768
$66K ﹤0.01%
1,059
-571
2769
$66K ﹤0.01%
2,314
-2,032
2770
$66K ﹤0.01%
1,665
+1,655
2771
$65K ﹤0.01%
1,579
-9,238
2772
$65K ﹤0.01%
1,512
+1,279
2773
$64K ﹤0.01%
+12,664
2774
$64K ﹤0.01%
742
-56,578
2775
$63K ﹤0.01%
+2,300