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Barclays

Barclays Portfolio holdings

AUM $280B
1-Year Est. Return 34.19%
 

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
+34.19%
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
3251
$113K ﹤0.01%
3,028
+2,248
3252
$113K ﹤0.01%
684
+601
3253
$112K ﹤0.01%
29,104
+25,260
3254
$112K ﹤0.01%
+26,000
3255
$112K ﹤0.01%
28,008
-137,445
3256
$111K ﹤0.01%
15,532
+12,078
3257
$111K ﹤0.01%
4,196
+3,220
3258
$111K ﹤0.01%
3,717
+2,662
3259
$111K ﹤0.01%
4,447
+3,673
3260
$110K ﹤0.01%
+2,226
3261
$110K ﹤0.01%
2,360
+1,983
3262
$110K ﹤0.01%
13,948
+11,281
3263
$110K ﹤0.01%
3,913
+3,213
3264
$110K ﹤0.01%
503
+405
3265
$110K ﹤0.01%
4,678
+3,846
3266
$110K ﹤0.01%
4,109
+3,358
3267
$109K ﹤0.01%
33,957
-3,871
3268
$109K ﹤0.01%
29,374
+19,417
3269
$109K ﹤0.01%
20,274
-10,326
3270
$109K ﹤0.01%
10,219
+8,311
3271
$109K ﹤0.01%
2,777
+2,274
3272
$109K ﹤0.01%
243
+195
3273
$109K ﹤0.01%
+4,555
3274
$108K ﹤0.01%
4,606
+3,771
3275
$108K ﹤0.01%
32,982
+27,524