We are live on ! Find out more
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
$55.4B
AUM Growth
+$14B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,657
New
Increased
Reduced
Closed

Top Buys

1 +$3.38B
2 +$685M
3 +$497M
4
BHC icon
Bausch Health
BHC
+$314M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$299M

Top Sells

1 +$418M
2 +$243M
3 +$193M
4
SO icon
Southern Company
SO
+$163M
5
DELL
DELL INC
DELL
+$150M

Sector Composition

1 Healthcare 9.19%
2 Financials 9.09%
3 Technology 8.22%
4 Consumer Discretionary 6.37%
5 Energy 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2951
$94K ﹤0.01%
3,233
+1,714
2952
$93K ﹤0.01%
4,800
-25,108
2953
$93K ﹤0.01%
6,228
-30,778
2954
$93K ﹤0.01%
7,783
-8,093
2955
$93K ﹤0.01%
1,602
+182
2956
$93K ﹤0.01%
3,556
-12,347
2957
$92K ﹤0.01%
4,775
-13,807
2958
$91K ﹤0.01%
2,756
+2,196
2959
$91K ﹤0.01%
1,378
+342
2960
$91K ﹤0.01%
536
+227
2961
$91K ﹤0.01%
22,879
-2,577
2962
$91K ﹤0.01%
2,385
-5,097
2963
$91K ﹤0.01%
30,721
-47,365
2964
$90K ﹤0.01%
1,285
-797
2965
$90K ﹤0.01%
7,463
+3,976
2966
$90K ﹤0.01%
2,922
+557
2967
$90K ﹤0.01%
9,047
-9,108
2968
$90K ﹤0.01%
4,147
-13,649
2969
$90K ﹤0.01%
10,888
+5,090
2970
$90K ﹤0.01%
+2,488
2971
$90K ﹤0.01%
1,100
+980
2972
$90K ﹤0.01%
4,738
+4,408
2973
$90K ﹤0.01%
2,231
-14,661
2974
$89K ﹤0.01%
7,982
+4,910
2975
$89K ﹤0.01%
3,053
-958