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
3151
$140K ﹤0.01%
4,629
+4,036
3152
$140K ﹤0.01%
56,570
-73,300
3153
$140K ﹤0.01%
24,881
+15,298
3154
$140K ﹤0.01%
+100,000
3155
$138K ﹤0.01%
10,075
+4,636
3156
$138K ﹤0.01%
741
+289
3157
$138K ﹤0.01%
+511,337
3158
$138K ﹤0.01%
7,300
-1,364
3159
$137K ﹤0.01%
36,159
+29,093
3160
$137K ﹤0.01%
7,089
+1,070
3161
$137K ﹤0.01%
3,315
+2,737
3162
$136K ﹤0.01%
10,002
-5,794
3163
$136K ﹤0.01%
2,065
3164
$136K ﹤0.01%
+8,505
3165
$136K ﹤0.01%
16,672
+1,272
3166
$135K ﹤0.01%
+13,472
3167
$135K ﹤0.01%
3,943
+2,815
3168
$135K ﹤0.01%
7,607
+7,052
3169
$134K ﹤0.01%
4,250
+3,430
3170
$134K ﹤0.01%
953
+812
3171
$134K ﹤0.01%
11,368
-9,631
3172
$134K ﹤0.01%
443
-3,350
3173
$134K ﹤0.01%
3,820
+3,120
3174
$133K ﹤0.01%
13,738
+6,642
3175
$133K ﹤0.01%
3,390
+2,786