Barclays

Barclays Portfolio holdings

AUM $249B
1-Year Est. Return 25.39%
 

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
+25.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$68.8B
AUM Growth
+$12.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,762
New
Increased
Reduced
Closed

Top Sells

1 +$431M
2 +$223M
3 +$213M
4
HAL icon
Halliburton
HAL
+$211M
5
BMY icon
Bristol-Myers Squibb
BMY
+$204M

Sector Composition

1 Technology 17.28%
2 Financials 11.91%
3 Healthcare 11.8%
4 Consumer Discretionary 10.58%
5 Industrials 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2776
$314K ﹤0.01%
74,999
+42,003
2777
$311K ﹤0.01%
1,674
+1,435
2778
$310K ﹤0.01%
8,796
+6,816
2779
$310K ﹤0.01%
9,800
2780
$310K ﹤0.01%
14,845
+9,877
2781
$309K ﹤0.01%
1,347
+1,156
2782
$309K ﹤0.01%
6,066
-20,007
2783
$308K ﹤0.01%
24,400
+17,503
2784
$308K ﹤0.01%
435
+240
2785
$307K ﹤0.01%
24,737
-11,984
2786
$306K ﹤0.01%
6,616
+4,697
2787
$306K ﹤0.01%
9,920
+5,458
2788
$306K ﹤0.01%
6,016
+4,106
2789
$305K ﹤0.01%
1,419
-4,768
2790
$305K ﹤0.01%
40,556
+30,684
2791
$305K ﹤0.01%
26,750
+15,253
2792
$302K ﹤0.01%
5,566
+4,488
2793
$302K ﹤0.01%
946
+480
2794
$302K ﹤0.01%
41,468
+12,164
2795
$299K ﹤0.01%
23,508
+10,797
2796
$299K ﹤0.01%
88,938
+58,366
2797
$299K ﹤0.01%
14,953
+5,225
2798
$298K ﹤0.01%
6,164
+4,998
2799
$297K ﹤0.01%
7,878
+6,321
2800
$297K ﹤0.01%
12,487
+7,983