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
$61.3B
AUM Growth
+$594M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,169
New
Increased
Reduced
Closed

Top Buys

1 +$984M
2 +$406M
3 +$363M
4
CMCSA icon
Comcast
CMCSA
+$305M
5
DD icon
DuPont de Nemours
DD
+$229M

Sector Composition

1 Technology 20.46%
2 Financials 10.38%
3 Consumer Discretionary 9.4%
4 Healthcare 9.13%
5 Communication Services 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3051
$102K ﹤0.01%
18,503
+7,255
3052
$101K ﹤0.01%
+11,653
3053
$101K ﹤0.01%
21,357
+8,626
3054
$101K ﹤0.01%
12,597
+5,088
3055
$101K ﹤0.01%
13,703
+4,886
3056
$101K ﹤0.01%
7,469
+2,662
3057
$101K ﹤0.01%
3,538
+1,438
3058
$101K ﹤0.01%
4,154
+1,648
3059
$101K ﹤0.01%
32,697
+16,745
3060
$101K ﹤0.01%
24,382
+11,221
3061
$100K ﹤0.01%
+11,965
3062
$100K ﹤0.01%
+3,214
3063
$100K ﹤0.01%
5,754
+2,276
3064
$99K ﹤0.01%
6,184
+2,681
3065
$99K ﹤0.01%
2,560
+1,280
3066
$98K ﹤0.01%
9,125
+812
3067
$98K ﹤0.01%
10,597
+4,294
3068
$98K ﹤0.01%
24,997
+9,834
3069
$97K ﹤0.01%
4,906
+1,969
3070
$97K ﹤0.01%
2,995
-12,600
3071
$97K ﹤0.01%
2,213
+2,209
3072
$97K ﹤0.01%
+4,290
3073
$97K ﹤0.01%
84,218
-162,817
3074
$97K ﹤0.01%
16,332
-15,503
3075
$96K ﹤0.01%
2,036
-9,199