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
$61.3B
AUM Growth
+$594M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,169
New
Increased
Reduced
Closed

Top Buys

1 +$984M
2 +$406M
3 +$363M
4
CMCSA icon
Comcast
CMCSA
+$305M
5
DD icon
DuPont de Nemours
DD
+$229M

Sector Composition

1 Technology 20.46%
2 Financials 10.38%
3 Consumer Discretionary 9.4%
4 Healthcare 9.13%
5 Communication Services 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3126
$84K ﹤0.01%
9,917
-3,375
3127
$83K ﹤0.01%
13,227
+898
3128
$83K ﹤0.01%
1,902
3129
$83K ﹤0.01%
9,884
+3,926
3130
$82K ﹤0.01%
+2,914
3131
$82K ﹤0.01%
6,378
+2,898
3132
$82K ﹤0.01%
+470
3133
$82K ﹤0.01%
5,837
+2,306
3134
$82K ﹤0.01%
1,589
+976
3135
$82K ﹤0.01%
+2,295
3136
$82K ﹤0.01%
1,808
+883
3137
$82K ﹤0.01%
13,154
+6,048
3138
$81K ﹤0.01%
4,846
+1,948
3139
$81K ﹤0.01%
3,642
-8,614
3140
$81K ﹤0.01%
2,658
+1,009
3141
$80K ﹤0.01%
18,442
+7,335
3142
$80K ﹤0.01%
9,542
+2,942
3143
$80K ﹤0.01%
20,316
+14,312
3144
$80K ﹤0.01%
+7,800
3145
$80K ﹤0.01%
3,215
+1,295
3146
$80K ﹤0.01%
14,389
+2,885
3147
$80K ﹤0.01%
5,961
+2,431
3148
$80K ﹤0.01%
11,287
+4,714
3149
$80K ﹤0.01%
17,525
+6,890
3150
$79K ﹤0.01%
5,834
+2,551