We are live on ! Find out more
Barclays

Barclays Portfolio holdings

AUM $280B
1-Year Est. Return 34.19%
 

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
+34.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$43.2B
AUM Growth
-$2.82B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,483
New
Increased
Reduced
Closed

Top Buys

1 +$2.93B
2 +$297M
3 +$219M
4
JNJ icon
Johnson & Johnson
JNJ
+$210M
5
MCHI icon
iShares MSCI China ETF
MCHI
+$207M

Top Sells

1 +$1.2B
2 +$484M
3 +$333M
4
T icon
AT&T
T
+$279M
5
LO
LORILLARD INC COM STK
LO
+$255M

Sector Composition

1 Healthcare 13.66%
2 Technology 10.17%
3 Financials 7.75%
4 Energy 6.56%
5 Industrials 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3076
$13K ﹤0.01%
919
+683
3077
$13K ﹤0.01%
196
-20,667
3078
$13K ﹤0.01%
622
-1,603
3079
$13K ﹤0.01%
423
-306
3080
$12K ﹤0.01%
1,994
-7,767
3081
$12K ﹤0.01%
1,002
-235
3082
$12K ﹤0.01%
1,776
-5,483
3083
0
3084
$12K ﹤0.01%
562
-347
3085
$12K ﹤0.01%
678
-376
3086
$12K ﹤0.01%
571
-1,612
3087
$12K ﹤0.01%
305
-34,754
3088
$12K ﹤0.01%
2,073
-61,478
3089
$12K ﹤0.01%
255
-101
3090
$12K ﹤0.01%
121
-203
3091
$12K ﹤0.01%
35
-930
3092
$12K ﹤0.01%
235
-1,093
3093
$12K ﹤0.01%
644
-1,241
3094
$12K ﹤0.01%
882
-20,608
3095
$12K ﹤0.01%
11,928
-430,103
3096
$12K ﹤0.01%
700
-84
3097
$12K ﹤0.01%
571
-108
3098
$12K ﹤0.01%
400
-244
3099
$12K ﹤0.01%
194
-113
3100
$12K ﹤0.01%
912
-2,575