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
2926
$225K ﹤0.01%
4,032
-334
2927
$223K ﹤0.01%
5,638
-32
2928
$222K ﹤0.01%
5,727
+3,148
2929
$222K ﹤0.01%
14,011
-886
2930
$222K ﹤0.01%
45,680
+31,979
2931
$222K ﹤0.01%
2,327
-682
2932
$222K ﹤0.01%
44,853
+39,751
2933
$221K ﹤0.01%
6,651
+5,432
2934
$221K ﹤0.01%
10,611
+5,508
2935
$220K ﹤0.01%
11,500
+1,832
2936
$220K ﹤0.01%
8,631
-3,952
2937
$220K ﹤0.01%
29,393
+14,811
2938
$219K ﹤0.01%
6,077
+5,156
2939
$219K ﹤0.01%
+8,134
2940
$218K ﹤0.01%
11,047
+8,849
2941
$218K ﹤0.01%
+5,603
2942
$216K ﹤0.01%
12,521
+3,975
2943
$216K ﹤0.01%
9,939
+8,141
2944
$216K ﹤0.01%
3,515
+574
2945
$216K ﹤0.01%
11,206
-25,317
2946
$215K ﹤0.01%
18,755
+1,763
2947
$215K ﹤0.01%
16,318
+2,404
2948
$214K ﹤0.01%
10,700
+1,096
2949
$214K ﹤0.01%
3,990
2950
$213K ﹤0.01%
19,185
-11,907