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
$68.8B
AUM Growth
+$12.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,762
New
Increased
Reduced
Closed

Top Sells

1 +$431M
2 +$223M
3 +$213M
4
HAL icon
Halliburton
HAL
+$211M
5
BMY icon
Bristol-Myers Squibb
BMY
+$204M

Sector Composition

1 Technology 17.28%
2 Financials 11.91%
3 Healthcare 11.8%
4 Consumer Discretionary 10.58%
5 Industrials 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3026
$185K ﹤0.01%
5,036
+4,428
3027
$184K ﹤0.01%
3,970
+3,650
3028
$183K ﹤0.01%
11,694
+8,311
3029
$183K ﹤0.01%
30,017
+13,417
3030
$182K ﹤0.01%
28,691
+19,171
3031
$182K ﹤0.01%
3,937
+2,881
3032
$182K ﹤0.01%
8,409
+6,049
3033
$182K ﹤0.01%
39,444
+31,873
3034
$181K ﹤0.01%
291
-1,107
3035
$181K ﹤0.01%
1,924
+44
3036
$179K ﹤0.01%
6,244
+5,130
3037
$179K ﹤0.01%
37,996
+31,262
3038
$179K ﹤0.01%
8,865
+7,179
3039
$178K ﹤0.01%
12,243
+10,279
3040
$178K ﹤0.01%
5,746
+4,710
3041
$177K ﹤0.01%
6,781
+5,886
3042
$176K ﹤0.01%
7,164
-4,203
3043
$176K ﹤0.01%
10,986
+9,042
3044
$175K ﹤0.01%
10,829
+7,651
3045
$175K ﹤0.01%
+17,516
3046
$175K ﹤0.01%
43,963
+36,592
3047
$175K ﹤0.01%
2,200
3048
$175K ﹤0.01%
5,058
-1,486
3049
$174K ﹤0.01%
1,004
+870
3050
$174K ﹤0.01%
10,119
+8,208