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
$88.3B
AUM Growth
+$17B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,706
New
Increased
Reduced
Closed

Top Buys

1 +$1.39B
2 +$790M
3 +$648M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$411M
5
MSFT icon
Microsoft
MSFT
+$379M

Sector Composition

1 Technology 15.76%
2 Financials 10.59%
3 Healthcare 10.41%
4 Communication Services 8.6%
5 Consumer Discretionary 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2801
$369K ﹤0.01%
+13,466
2802
$367K ﹤0.01%
21,589
+7,910
2803
$367K ﹤0.01%
22,286
-4,488
2804
$365K ﹤0.01%
36,369
+23,190
2805
$362K ﹤0.01%
+6,147
2806
$362K ﹤0.01%
4,060
-119,848
2807
$362K ﹤0.01%
8,500
-9,476
2808
$362K ﹤0.01%
6,148
-20,990
2809
$361K ﹤0.01%
31,546
+4,065
2810
$360K ﹤0.01%
23,912
-6,870
2811
$360K ﹤0.01%
53,482
+4,221
2812
$359K ﹤0.01%
55,399
+40,650
2813
$359K ﹤0.01%
23,994
-70,129
2814
$358K ﹤0.01%
6,087
+1,554
2815
$358K ﹤0.01%
3,279
-1,193
2816
$355K ﹤0.01%
23,956
+17,306
2817
$355K ﹤0.01%
73,442
-67,008
2818
$354K ﹤0.01%
+5,124
2819
$354K ﹤0.01%
12,582
+5,500
2820
$354K ﹤0.01%
72,476
+31,372
2821
$354K ﹤0.01%
11,483
-14,957
2822
$353K ﹤0.01%
101,467
+10,648
2823
$352K ﹤0.01%
19,645
-2,510
2824
$352K ﹤0.01%
18,520
+10,873
2825
$351K ﹤0.01%
23,716
+5,362