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
$46.1B
AUM Growth
-$9.19B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,425
New
Increased
Reduced
Closed

Top Buys

1 +$319M
2 +$230M
3 +$192M
4
VZ icon
Verizon
VZ
+$174M
5
MA icon
Mastercard
MA
+$160M

Top Sells

1 +$5.08B
2 +$850M
3 +$781M
4
BHC icon
Bausch Health
BHC
+$466M
5
META icon
Meta Platforms (Facebook)
META
+$407M

Sector Composition

1 Healthcare 14.28%
2 Technology 10.31%
3 Financials 9.22%
4 Energy 6.79%
5 Consumer Discretionary 6.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3001
$18K ﹤0.01%
4,416
+744
3002
$18K ﹤0.01%
1,490
-1,328
3003
$18K ﹤0.01%
959
-6,637
3004
$18K ﹤0.01%
109
-101
3005
$17K ﹤0.01%
138
-136
3006
$17K ﹤0.01%
1,299
-225
3007
$17K ﹤0.01%
1,500
3008
$17K ﹤0.01%
442
-394
3009
$17K ﹤0.01%
237
-403
3010
$17K ﹤0.01%
617
-547
3011
$17K ﹤0.01%
390
-332
3012
$17K ﹤0.01%
890
-1,050
3013
$17K ﹤0.01%
695
-109
3014
$17K ﹤0.01%
641
-289
3015
$17K ﹤0.01%
1,407
-1,209
3016
$17K ﹤0.01%
826
-8,818
3017
$17K ﹤0.01%
1,012
-3,877
3018
$17K ﹤0.01%
390
-348
3019
$17K ﹤0.01%
5,500
3020
$17K ﹤0.01%
2,114
-13,154
3021
$17K ﹤0.01%
507
-459
3022
$17K ﹤0.01%
68
-59
3023
$16K ﹤0.01%
561
-970
3024
$16K ﹤0.01%
901
-3,219
3025
$16K ﹤0.01%
636
-569