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
$91B
AUM Growth
+$13.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,625
New
Increased
Reduced
Closed

Top Buys

1 +$572M
2 +$495M
3 +$405M
4
PG icon
Procter & Gamble
PG
+$365M
5
MSFT icon
Microsoft
MSFT
+$327M

Top Sells

1 +$605M
2 +$544M
3 +$474M
4
CELG
Celgene Corp
CELG
+$411M
5
BPL
Buckeye Partners, L.P.
BPL
+$380M

Sector Composition

1 Technology 17.54%
2 Healthcare 11.42%
3 Financials 10.41%
4 Consumer Discretionary 9.33%
5 Communication Services 9.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3101
$192K ﹤0.01%
1,750
3102
$192K ﹤0.01%
8,475
-16,783
3103
$192K ﹤0.01%
28,326
+13,967
3104
$192K ﹤0.01%
10,890
+5,304
3105
$191K ﹤0.01%
3,500
3106
$190K ﹤0.01%
5,000
+4,729
3107
$190K ﹤0.01%
8,640
+4,265
3108
$189K ﹤0.01%
5,742
+2,314
3109
$189K ﹤0.01%
3,136
+1,571
3110
$189K ﹤0.01%
60,938
+30,662
3111
$189K ﹤0.01%
9,214
+4,051
3112
$189K ﹤0.01%
15,575
+5,477
3113
$189K ﹤0.01%
9,784
-90,611
3114
$188K ﹤0.01%
13,106
+6,856
3115
$188K ﹤0.01%
4,398
+2,170
3116
$188K ﹤0.01%
26,692
+13,153
3117
$188K ﹤0.01%
585
+390
3118
$188K ﹤0.01%
11,442
+5,881
3119
$187K ﹤0.01%
636
+307
3120
$187K ﹤0.01%
16,279
+8,112
3121
$187K ﹤0.01%
34,148
+14,176
3122
$187K ﹤0.01%
16,930
+8,171
3123
$187K ﹤0.01%
25,106
+6,371
3124
$186K ﹤0.01%
1,387
+702
3125
$186K ﹤0.01%
16,644
+8,090