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
2826
$57K ﹤0.01%
976
-4,075
2827
$56K ﹤0.01%
1,863
+102
2828
$56K ﹤0.01%
2,279
-523
2829
$55K ﹤0.01%
2,525
+2,377
2830
$55K ﹤0.01%
1,676
2831
$55K ﹤0.01%
2,828
+1,389
2832
$55K ﹤0.01%
1,929
-7,458
2833
$55K ﹤0.01%
6,245
+645
2834
$55K ﹤0.01%
621
-1,141
2835
$54K ﹤0.01%
2,485
-1,048
2836
$54K ﹤0.01%
1,442
+1,434
2837
$54K ﹤0.01%
1,006
+927
2838
$54K ﹤0.01%
4,699
+2,921
2839
$54K ﹤0.01%
2,006
-17,790
2840
$54K ﹤0.01%
1,880
-11,449
2841
$54K ﹤0.01%
1,948
+1,094
2842
$54K ﹤0.01%
1,359
-2,844
2843
$54K ﹤0.01%
6,100
-3,000
2844
$53K ﹤0.01%
2,051
+1,940
2845
$53K ﹤0.01%
817
+82
2846
$53K ﹤0.01%
2,978
-133
2847
$53K ﹤0.01%
3,016
+2,998
2848
$53K ﹤0.01%
5,339
-11,419
2849
$52K ﹤0.01%
79
-99
2850
$52K ﹤0.01%
8,520
+7,713