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
$50.1B
AUM Growth
-$5.25B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,669
New
Increased
Reduced
Closed

Top Buys

1 +$391M
2 +$370M
3 +$359M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$269M
5
GILD icon
Gilead Sciences
GILD
+$242M

Top Sells

1 +$3.08B
2 +$425M
3 +$329M
4
WFC icon
Wells Fargo
WFC
+$237M
5
VOD icon
Vodafone
VOD
+$217M

Sector Composition

1 Healthcare 10.21%
2 Technology 8.33%
3 Financials 7.8%
4 Communication Services 6.71%
5 Real Estate 6.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3026
$51K ﹤0.01%
5,059
-7,212
3027
$51K ﹤0.01%
2,303
-39,486
3028
$50K ﹤0.01%
2,080
+1,661
3029
$50K ﹤0.01%
1,369
+1,341
3030
$50K ﹤0.01%
1,504
-30,746
3031
$50K ﹤0.01%
2,202
+1,085
3032
$50K ﹤0.01%
366
+116
3033
$50K ﹤0.01%
3,392
-1,056
3034
$50K ﹤0.01%
2,927
-1,848
3035
$50K ﹤0.01%
7,213
-1,616
3036
$50K ﹤0.01%
5,667
-14,391
3037
$50K ﹤0.01%
3,521
+597
3038
$50K ﹤0.01%
2,309
-10,004
3039
$50K ﹤0.01%
1,000
-3,992
3040
$50K ﹤0.01%
413
-46
3041
$50K ﹤0.01%
670
-435
3042
$50K ﹤0.01%
900
-1,067
3043
$50K ﹤0.01%
2,754
-17,191
3044
$49K ﹤0.01%
634
-3,733
3045
$49K ﹤0.01%
1,384
-93
3046
$49K ﹤0.01%
1,307
-700
3047
$49K ﹤0.01%
2,856
+1,616
3048
$49K ﹤0.01%
6,876
+5,830
3049
$49K ﹤0.01%
776
-13,378
3050
$49K ﹤0.01%
754
-272