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
3201
$71K ﹤0.01%
5,199
+2,066
3202
$71K ﹤0.01%
+7,916
3203
$70K ﹤0.01%
9,289
+3,510
3204
$70K ﹤0.01%
+14,800
3205
$70K ﹤0.01%
7,651
+3,311
3206
$70K ﹤0.01%
4,450
+1,772
3207
$70K ﹤0.01%
3,977
+2,697
3208
$69K ﹤0.01%
5,708
+1,912
3209
$69K ﹤0.01%
2,838
+1,246
3210
$69K ﹤0.01%
1,362
-12,176
3211
$69K ﹤0.01%
58
-1,709
3212
$69K ﹤0.01%
59,486
-46,812
3213
$68K ﹤0.01%
+915
3214
$68K ﹤0.01%
90,874
+90,776
3215
$68K ﹤0.01%
1,703
-1,940
3216
$68K ﹤0.01%
+12,569
3217
$68K ﹤0.01%
36,803
+15,317
3218
$68K ﹤0.01%
+10,388
3219
$68K ﹤0.01%
988
+985
3220
$68K ﹤0.01%
2,498
-751,499
3221
$67K ﹤0.01%
26,300
-8,900
3222
$67K ﹤0.01%
+3,267
3223
$67K ﹤0.01%
+1,730
3224
$67K ﹤0.01%
20,365
+3,936
3225
$67K ﹤0.01%
11,988
+4,952