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
$46.1B
AUM Growth
-$9.19B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,425
New
Increased
Reduced
Closed

Top Buys

1 +$319M
2 +$230M
3 +$192M
4
VZ icon
Verizon
VZ
+$174M
5
MA icon
Mastercard
MA
+$160M

Top Sells

1 +$5.08B
2 +$850M
3 +$781M
4
BHC icon
Bausch Health
BHC
+$466M
5
META icon
Meta Platforms (Facebook)
META
+$407M

Sector Composition

1 Healthcare 14.28%
2 Technology 10.31%
3 Financials 9.22%
4 Energy 6.79%
5 Consumer Discretionary 6.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3201
$11K ﹤0.01%
+660
3202
$11K ﹤0.01%
497
-854
3203
$11K ﹤0.01%
784
+58
3204
$11K ﹤0.01%
933
-1,594
3205
$11K ﹤0.01%
315
-90,399
3206
$11K ﹤0.01%
785
-1,353
3207
$11K ﹤0.01%
408
3208
$11K ﹤0.01%
1,735
-2,962
3209
$11K ﹤0.01%
1,114
+410
3210
$11K ﹤0.01%
704
-1,188
3211
$11K ﹤0.01%
251
-220
3212
$11K ﹤0.01%
1,523
-1,355
3213
$11K ﹤0.01%
227
-386
3214
$11K ﹤0.01%
5,041
-8,530
3215
$11K ﹤0.01%
321
-543
3216
$11K ﹤0.01%
259
-83,598
3217
$11K ﹤0.01%
124
3218
$11K ﹤0.01%
248
-226
3219
$11K ﹤0.01%
34
-65
3220
$11K ﹤0.01%
692
+115
3221
$11K ﹤0.01%
+1,080
3222
$11K ﹤0.01%
358
-2,313
3223
$11K ﹤0.01%
224
-258
3224
$11K ﹤0.01%
376
-341
3225
$10K ﹤0.01%
434
-342