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
$37.5B
AUM Growth
-$5.77B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,456
New
Increased
Reduced
Closed

Top Buys

1 +$1.08B
2 +$324M
3 +$281M
4
DD icon
DuPont de Nemours
DD
+$278M
5
HCC
HCC INSURANCES HOLDINGS INC
HCC
+$230M

Top Sells

1 +$830M
2 +$281M
3 +$205M
4
BHC icon
Bausch Health
BHC
+$183M
5
MCHI icon
iShares MSCI China ETF
MCHI
+$182M

Sector Composition

1 Healthcare 10.73%
2 Technology 8.7%
3 Financials 7.3%
4 Energy 7.22%
5 Communication Services 6.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3126
$5K ﹤0.01%
248
-4,061
3127
$5K ﹤0.01%
268
-2,602
3128
$5K ﹤0.01%
970
-2,580
3129
$5K ﹤0.01%
110
-290
3130
$5K ﹤0.01%
737
-723
3131
$5K ﹤0.01%
285
-286
3132
$5K ﹤0.01%
19
-16
3133
$5K ﹤0.01%
395
-489
3134
$5K ﹤0.01%
39
-47
3135
$5K ﹤0.01%
367
-475
3136
$5K ﹤0.01%
+150
3137
$5K ﹤0.01%
65
-57
3138
$5K ﹤0.01%
78
-208
3139
$5K ﹤0.01%
169
-445
3140
$5K ﹤0.01%
147
-2,392
3141
$5K ﹤0.01%
240
-650
3142
$5K ﹤0.01%
4,600
-28,775
3143
$5K ﹤0.01%
195
-519
3144
$5K ﹤0.01%
375
-479
3145
$5K ﹤0.01%
207
-416
3146
$5K ﹤0.01%
230
-612
3147
$5K ﹤0.01%
341
-401
3148
$5K ﹤0.01%
1,930
-30,660
3149
$5K ﹤0.01%
67
-177
3150
$5K ﹤0.01%
96
-276