Barclays

Barclays Portfolio holdings

AUM $249B
1-Year Est. Return 25.39%
 

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
+25.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$68.8B
AUM Growth
+$12.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,762
New
Increased
Reduced
Closed

Top Sells

1 +$431M
2 +$223M
3 +$213M
4
HAL icon
Halliburton
HAL
+$211M
5
BMY icon
Bristol-Myers Squibb
BMY
+$204M

Sector Composition

1 Technology 17.28%
2 Financials 11.91%
3 Healthcare 11.8%
4 Consumer Discretionary 10.58%
5 Industrials 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2901
$240K ﹤0.01%
418
+205
2902
$239K ﹤0.01%
14,641
-2,928
2903
$239K ﹤0.01%
1,847
+1,559
2904
$239K ﹤0.01%
37,853
+3,162
2905
$238K ﹤0.01%
7,142
+4,128
2906
$237K ﹤0.01%
6,998
+5,554
2907
$237K ﹤0.01%
20,005
+13,240
2908
$234K ﹤0.01%
101,911
+100,274
2909
$234K ﹤0.01%
16,340
-17,478
2910
$232K ﹤0.01%
4,245
+3,559
2911
$231K ﹤0.01%
+6,961
2912
$230K ﹤0.01%
6,266
+4,054
2913
$229K ﹤0.01%
8,257
+5,373
2914
$229K ﹤0.01%
3,751
+1,844
2915
$229K ﹤0.01%
13,373
+10,981
2916
$228K ﹤0.01%
12,965
+7,285
2917
$228K ﹤0.01%
+10,000
2918
$228K ﹤0.01%
11,207
+9,649
2919
$227K ﹤0.01%
14,562
+12,105
2920
$227K ﹤0.01%
5,614
+4,745
2921
$227K ﹤0.01%
+6,000
2922
$227K ﹤0.01%
4,175
+3,466
2923
$227K ﹤0.01%
14,930
+8,007
2924
$227K ﹤0.01%
42,757
+36,568
2925
$226K ﹤0.01%
8,219
+7,519