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
$33.7B
AUM Growth
+$2.97B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,304
New
Increased
Reduced
Closed

Top Sells

1 +$441M
2 +$407M
3 +$267M
4
BABA icon
Alibaba
BABA
+$245M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$243M

Sector Composition

1 Technology 12.94%
2 Financials 12.22%
3 Healthcare 10.7%
4 Communication Services 7.76%
5 Consumer Discretionary 7.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3001
$20K ﹤0.01%
891
-336
3002
$20K ﹤0.01%
1,243
-372,451
3003
$20K ﹤0.01%
1,471
+1,308
3004
$20K ﹤0.01%
544
+532
3005
$20K ﹤0.01%
5
-35
3006
$20K ﹤0.01%
2,739
-1,576
3007
$20K ﹤0.01%
775
-345
3008
$20K ﹤0.01%
523
+187
3009
$20K ﹤0.01%
465
-573
3010
$20K ﹤0.01%
+820
3011
$20K ﹤0.01%
662
-43,236
3012
$20K ﹤0.01%
3,468
+2,487
3013
$20K ﹤0.01%
1,082
-516
3014
$20K ﹤0.01%
1,063
+158
3015
$20K ﹤0.01%
254
+250
3016
$20K ﹤0.01%
414
+164
3017
$20K ﹤0.01%
575
-728
3018
$20K ﹤0.01%
5,319
+4,564
3019
$20K ﹤0.01%
850
3020
$19K ﹤0.01%
4,086
-66,070
3021
$19K ﹤0.01%
+3,201
3022
$19K ﹤0.01%
607
+221
3023
$19K ﹤0.01%
751
-1,202
3024
$19K ﹤0.01%
651
+563
3025
$19K ﹤0.01%
750