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
$218B
AUM Growth
-$3.62B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,468
New
Increased
Reduced
Closed

Top Sells

1 +$2.77B
2 +$1.3B
3 +$1.22B
4
IYR icon
iShares US Real Estate ETF
IYR
+$1.11B
5
PG icon
Procter & Gamble
PG
+$915M

Sector Composition

1 Technology 33.53%
2 Consumer Discretionary 10.88%
3 Financials 10.79%
4 Communication Services 9.25%
5 Healthcare 8.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3201
$106K ﹤0.01%
5,570
3202
$106K ﹤0.01%
10,825
-21,719
3203
$105K ﹤0.01%
9,881
-1,697
3204
$105K ﹤0.01%
23,221
-15,307
3205
$105K ﹤0.01%
5,570
-5,582
3206
$104K ﹤0.01%
17,317
-11,318
3207
$104K ﹤0.01%
36,627
-47,021
3208
$104K ﹤0.01%
56,080
3209
$104K ﹤0.01%
8,744
-1,804
3210
$103K ﹤0.01%
14,251
-3,953
3211
$103K ﹤0.01%
31,651
+14,327
3212
$103K ﹤0.01%
65,212
-48,084
3213
$102K ﹤0.01%
+11,831
3214
$102K ﹤0.01%
11,692
-17,244
3215
$102K ﹤0.01%
23,928
-7,973
3216
$102K ﹤0.01%
3,762
-203
3217
$102K ﹤0.01%
6,102
-14,609
3218
$101K ﹤0.01%
2,665
-15,244
3219
$101K ﹤0.01%
2,795
-2,951
3220
$101K ﹤0.01%
2,491
-3,830
3221
$101K ﹤0.01%
33,915
-1,280
3222
$101K ﹤0.01%
4,399
-5,655
3223
$101K ﹤0.01%
1,756
-2,629
3224
$101K ﹤0.01%
15,655
-23,358
3225
$101K ﹤0.01%
49,337