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
$84.3B
AUM Growth
+$22.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,162
New
Increased
Reduced
Closed

Top Buys

1 +$2.17B
2 +$1.82B
3 +$1.37B
4
LIN icon
Linde
LIN
+$756M
5
DD icon
DuPont de Nemours
DD
+$595M

Top Sells

1 +$1.51B
2 +$315M
3 +$314M
4
MSFT icon
Microsoft
MSFT
+$264M
5
IAC icon
IAC Inc
IAC
+$239M

Sector Composition

1 Technology 17.81%
2 Financials 12.09%
3 Healthcare 10.06%
4 Consumer Discretionary 9.71%
5 Communication Services 9.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3001
$93K ﹤0.01%
84,380
+84,379
3002
$93K ﹤0.01%
1,235
-627
3003
$93K ﹤0.01%
3,591
3004
$93K ﹤0.01%
31,536
+25,896
3005
$93K ﹤0.01%
2,717
+157
3006
$92K ﹤0.01%
9,178
-3,977
3007
$92K ﹤0.01%
21,033
+7,342
3008
$92K ﹤0.01%
4,626
+4,609
3009
$92K ﹤0.01%
1,902
3010
$92K ﹤0.01%
22,613
-3,717
3011
$92K ﹤0.01%
6,942
-1,575
3012
$91K ﹤0.01%
3,471
-1,571
3013
$91K ﹤0.01%
7,276
+648
3014
$91K ﹤0.01%
3,232
-659
3015
$91K ﹤0.01%
2,306
-3,737
3016
$91K ﹤0.01%
12,762
-1,677
3017
$91K ﹤0.01%
800
+566
3018
$91K ﹤0.01%
5,772
+1,762
3019
$90K ﹤0.01%
4,608
-72,956
3020
$90K ﹤0.01%
7,509
+1,175
3021
$89K ﹤0.01%
2,968
-27
3022
$88K ﹤0.01%
2,443
-3,391
3023
$88K ﹤0.01%
1,810
-360
3024
$87K ﹤0.01%
7,119
-2,858
3025
$87K ﹤0.01%
4,764
-1,073