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
3276
$60K ﹤0.01%
13,691
-23,044
3277
$60K ﹤0.01%
+14,533
3278
$59K ﹤0.01%
3,724
+1,507
3279
$59K ﹤0.01%
+3,825
3280
$59K ﹤0.01%
9,440
+4,410
3281
$59K ﹤0.01%
2,324
+2,305
3282
$59K ﹤0.01%
234
-1,735
3283
$59K ﹤0.01%
6,638
+4,018
3284
$58K ﹤0.01%
+6,513
3285
$58K ﹤0.01%
650
-16,599
3286
$57K ﹤0.01%
27,401
+10,745
3287
$57K ﹤0.01%
+2,688
3288
$57K ﹤0.01%
8,745
+3,225
3289
$57K ﹤0.01%
+267
3290
$57K ﹤0.01%
4,984
+2,274
3291
$57K ﹤0.01%
8,830
-851
3292
$56K ﹤0.01%
1,450
3293
$56K ﹤0.01%
+2,147
3294
$56K ﹤0.01%
4,030
+1,547
3295
$56K ﹤0.01%
6,606
+3,877
3296
$56K ﹤0.01%
+2,716
3297
$55K ﹤0.01%
+2,539
3298
$55K ﹤0.01%
20,578
+9,174
3299
$54K ﹤0.01%
1,988
+791
3300
$54K ﹤0.01%
19,265
+7,954