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
$55.4B
AUM Growth
+$14B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,657
New
Increased
Reduced
Closed

Top Buys

1 +$3.38B
2 +$685M
3 +$497M
4
BHC icon
Bausch Health
BHC
+$314M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$299M

Top Sells

1 +$418M
2 +$243M
3 +$193M
4
SO icon
Southern Company
SO
+$163M
5
DELL
DELL INC
DELL
+$150M

Sector Composition

1 Healthcare 9.19%
2 Financials 9.09%
3 Technology 8.22%
4 Consumer Discretionary 6.37%
5 Energy 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3051
$77K ﹤0.01%
+2,406
3052
$77K ﹤0.01%
6,162
+5,598
3053
$76K ﹤0.01%
1,757
+613
3054
$76K ﹤0.01%
116
+105
3055
$76K ﹤0.01%
1,039
-1,737
3056
$76K ﹤0.01%
4,608
-55,964
3057
$76K ﹤0.01%
+1,800
3058
$76K ﹤0.01%
2,685
-8,684
3059
$76K ﹤0.01%
2,886
+1,633
3060
$76K ﹤0.01%
+2,000
3061
$76K ﹤0.01%
8,347
-18,705
3062
$76K ﹤0.01%
4,460
+4,304
3063
$75K ﹤0.01%
3,494
+3,357
3064
$75K ﹤0.01%
3,957
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3065
$75K ﹤0.01%
1,151
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3066
$75K ﹤0.01%
1,849
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3067
$75K ﹤0.01%
15,000
-8,825
3068
$75K ﹤0.01%
961
+148
3069
$75K ﹤0.01%
4,476
+3,364
3070
$75K ﹤0.01%
24,879
-21,687
3071
$75K ﹤0.01%
5,752
+815
3072
$75K ﹤0.01%
3,157
-1,558
3073
$75K ﹤0.01%
6,850
-1,525
3074
$74K ﹤0.01%
+4
3075
$74K ﹤0.01%
1,505
+405