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
$61.3B
AUM Growth
+$594M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,169
New
Increased
Reduced
Closed

Top Buys

1 +$984M
2 +$406M
3 +$363M
4
CMCSA icon
Comcast
CMCSA
+$305M
5
DD icon
DuPont de Nemours
DD
+$229M

Sector Composition

1 Technology 20.46%
2 Financials 10.38%
3 Consumer Discretionary 9.4%
4 Healthcare 9.13%
5 Communication Services 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2876
$157K ﹤0.01%
28,159
+10,997
2877
$156K ﹤0.01%
+32,342
2878
$156K ﹤0.01%
15,745
+7,043
2879
$155K ﹤0.01%
8,869
+3,553
2880
$155K ﹤0.01%
12,062
+4,700
2881
$155K ﹤0.01%
37,431
-43,338
2882
$153K ﹤0.01%
4,890
+2,003
2883
$153K ﹤0.01%
+11,300
2884
$153K ﹤0.01%
7,578
+2,936
2885
$152K ﹤0.01%
7,342
+3,366
2886
$152K ﹤0.01%
13,130
+5,458
2887
$151K ﹤0.01%
1,284
+969
2888
$151K ﹤0.01%
1,349
+530
2889
$151K ﹤0.01%
22,128
+12,865
2890
$151K ﹤0.01%
9,036
+3,450
2891
$150K ﹤0.01%
5,840
+3,533
2892
$150K ﹤0.01%
12,810
+5,090
2893
$149K ﹤0.01%
4,675
2894
$149K ﹤0.01%
25,117
+2,918
2895
$149K ﹤0.01%
+5,042
2896
$149K ﹤0.01%
44,178
+20,491
2897
$148K ﹤0.01%
8,517
+3,461
2898
$148K ﹤0.01%
52,344
+11,480
2899
$148K ﹤0.01%
+2,634
2900
$147K ﹤0.01%
1,722
-2,128