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
$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
3076
$166K ﹤0.01%
+8,596
3077
$166K ﹤0.01%
19,779
+16,158
3078
$166K ﹤0.01%
4,055
+1,077
3079
$165K ﹤0.01%
5,555
+4,519
3080
$165K ﹤0.01%
9,891
+8,020
3081
$165K ﹤0.01%
7,235
+3,663
3082
$164K ﹤0.01%
7,000
3083
$163K ﹤0.01%
5,051
3084
$163K ﹤0.01%
9,563
+7,535
3085
$163K ﹤0.01%
51,942
-8,253
3086
$162K ﹤0.01%
11,019
+4,709
3087
$161K ﹤0.01%
14,435
+12,592
3088
$161K ﹤0.01%
13,106
-1,798
3089
$160K ﹤0.01%
19,088
+6,662
3090
$159K ﹤0.01%
3,104
-23,096
3091
$159K ﹤0.01%
7,409
-1,728
3092
$159K ﹤0.01%
2,002
-145
3093
$158K ﹤0.01%
6,943
+5,749
3094
$157K ﹤0.01%
10,270
+8,214
3095
$157K ﹤0.01%
2,784
+2,199
3096
$156K ﹤0.01%
+4,100
3097
$155K ﹤0.01%
22,376
+21,465
3098
$155K ﹤0.01%
12,073
+9,768
3099
$155K ﹤0.01%
3,585
3100
$155K ﹤0.01%
934
+752