Barclays

Barclays Portfolio holdings

AUM $249B
1-Year Est. Return 25.39%
 

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
+25.39%
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
3301
$103K ﹤0.01%
4,014
+3,255
3302
$103K ﹤0.01%
9,566
+8,527
3303
$103K ﹤0.01%
15,775
+13,991
3304
$103K ﹤0.01%
60,166
+48,066
3305
$103K ﹤0.01%
3,749
+2,986
3306
$102K ﹤0.01%
4,315
+2,135
3307
$102K ﹤0.01%
3,569
+3,068
3308
$102K ﹤0.01%
2,777
+2,292
3309
$101K ﹤0.01%
2,729
+2,230
3310
$101K ﹤0.01%
4,701
+3,575
3311
$101K ﹤0.01%
5,000
3312
$101K ﹤0.01%
4,722
+4,357
3313
$101K ﹤0.01%
6,914
+5,032
3314
$101K ﹤0.01%
4,377
+3,577
3315
$100K ﹤0.01%
3,646
+3,141
3316
$100K ﹤0.01%
9,939
+3,058
3317
$100K ﹤0.01%
594
+486
3318
$100K ﹤0.01%
4,652
-1,423
3319
$100K ﹤0.01%
17,149
+13,871
3320
$99K ﹤0.01%
8,028
+7,303
3321
$99K ﹤0.01%
5,835
+4,785
3322
$99K ﹤0.01%
9,975
-19,898
3323
$99K ﹤0.01%
2,583
-3,184
3324
$98K ﹤0.01%
+2,000
3325
$98K ﹤0.01%
+2,234