Barclays

Barclays Portfolio holdings

AUM $249B
1-Year Est. Return 25.39%
 

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
+25.39%
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
3126
$148K ﹤0.01%
1,833
-38,669
3127
$147K ﹤0.01%
2,721
+2,121
3128
$146K ﹤0.01%
1,456
+1,167
3129
$146K ﹤0.01%
24,246
+3,856
3130
$145K ﹤0.01%
21,149
+17,280
3131
$145K ﹤0.01%
3,101
+1,532
3132
$144K ﹤0.01%
17,706
+16,410
3133
$144K ﹤0.01%
3,991
+2,491
3134
$144K ﹤0.01%
17,933
+7,739
3135
$144K ﹤0.01%
+4,983
3136
$143K ﹤0.01%
54,841
-2,518
3137
$143K ﹤0.01%
4,239
+3,522
3138
$143K ﹤0.01%
2,862
3139
$143K ﹤0.01%
20,729
+16,920
3140
$143K ﹤0.01%
210
+171
3141
$143K ﹤0.01%
13,100
+9,595
3142
$142K ﹤0.01%
7,428
+6,104
3143
$142K ﹤0.01%
29,163
+22,064
3144
$142K ﹤0.01%
87
+77
3145
$142K ﹤0.01%
+10,000
3146
$141K ﹤0.01%
5,827
+4,725
3147
$141K ﹤0.01%
3,737
-630
3148
$140K ﹤0.01%
4,268
+3,497
3149
$140K ﹤0.01%
3,232
+2,660
3150
$140K ﹤0.01%
3,475
-13,670