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Barclays

Barclays Portfolio holdings

AUM $280B
1-Year Est. Return 34.19%
 

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
+34.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$43.2B
AUM Growth
-$2.82B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,483
New
Increased
Reduced
Closed

Top Buys

1 +$2.93B
2 +$297M
3 +$219M
4
JNJ icon
Johnson & Johnson
JNJ
+$210M
5
MCHI icon
iShares MSCI China ETF
MCHI
+$207M

Top Sells

1 +$1.2B
2 +$484M
3 +$333M
4
T icon
AT&T
T
+$279M
5
LO
LORILLARD INC COM STK
LO
+$255M

Sector Composition

1 Healthcare 13.66%
2 Technology 10.17%
3 Financials 7.75%
4 Energy 6.56%
5 Industrials 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2826
$21K ﹤0.01%
359
-225
2827
$21K ﹤0.01%
784
-262
2828
$21K ﹤0.01%
544
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2829
$21K ﹤0.01%
+804
2830
$21K ﹤0.01%
706
-85,162
2831
$21K ﹤0.01%
19
-1,669
2832
$21K ﹤0.01%
1,522
-14,366
2833
$21K ﹤0.01%
744
-15,118
2834
$21K ﹤0.01%
+587
2835
$21K ﹤0.01%
126
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2836
$21K ﹤0.01%
782
-6,397
2837
$21K ﹤0.01%
3,028
-7,772
2838
$21K ﹤0.01%
646
-338
2839
$21K ﹤0.01%
4,323
-14,493
2840
$21K ﹤0.01%
+3,500
2841
$21K ﹤0.01%
364
-231
2842
$21K ﹤0.01%
+675
2843
$20K ﹤0.01%
975
2844
$20K ﹤0.01%
388
-348
2845
$20K ﹤0.01%
1,180
-549
2846
$20K ﹤0.01%
584
-332
2847
$20K ﹤0.01%
964
-667
2848
$20K ﹤0.01%
1,790
+1,212
2849
$20K ﹤0.01%
611
-1,761
2850
$20K ﹤0.01%
400
-1,128