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
$91B
AUM Growth
+$13.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,625
New
Increased
Reduced
Closed

Top Buys

1 +$572M
2 +$495M
3 +$405M
4
PG icon
Procter & Gamble
PG
+$365M
5
MSFT icon
Microsoft
MSFT
+$327M

Top Sells

1 +$605M
2 +$544M
3 +$474M
4
CELG
Celgene Corp
CELG
+$411M
5
BPL
Buckeye Partners, L.P.
BPL
+$380M

Sector Composition

1 Technology 17.54%
2 Healthcare 11.42%
3 Financials 10.41%
4 Consumer Discretionary 9.33%
5 Communication Services 9.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2776
$375K ﹤0.01%
25,000
-5,000
2777
$375K ﹤0.01%
841
+377
2778
$374K ﹤0.01%
46,732
+23,599
2779
$374K ﹤0.01%
3,229
+3,145
2780
$372K ﹤0.01%
1,770
+1,080
2781
$372K ﹤0.01%
114,927
-157,472
2782
$370K ﹤0.01%
26,267
+12,922
2783
$369K ﹤0.01%
18,842
-9,163
2784
$368K ﹤0.01%
30,307
-12,975
2785
$365K ﹤0.01%
186,007
+63,237
2786
$365K ﹤0.01%
347,674
-31,327
2787
$364K ﹤0.01%
12,023
+5,623
2788
$364K ﹤0.01%
9,051
+3,808
2789
$362K ﹤0.01%
48,250
+24,217
2790
$362K ﹤0.01%
13,364
+7,766
2791
$360K ﹤0.01%
45,397
+10,944
2792
$358K ﹤0.01%
35,010
-277,130
2793
$356K ﹤0.01%
25,535
-4,034
2794
$356K ﹤0.01%
19,066
+3,161
2795
$355K ﹤0.01%
14,210
+7,066
2796
$355K ﹤0.01%
11,569
+3,527
2797
$355K ﹤0.01%
10,432
+5,162
2798
$354K ﹤0.01%
7,022
+3,513
2799
$352K ﹤0.01%
32,873
+24,423
2800
$351K ﹤0.01%
16,540
+8,294