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
3301
$84.6K ﹤0.01%
15,408
-36,978
3302
$84.5K ﹤0.01%
2,915
-4,412
3303
$84.5K ﹤0.01%
27,421
-44,690
3304
$84.1K ﹤0.01%
44,253
-62,589
3305
$84.1K ﹤0.01%
2,494
-3,922
3306
$84K ﹤0.01%
+1,316
3307
$83.8K ﹤0.01%
+17,572
3308
$83.8K ﹤0.01%
5,248
-1,755
3309
$83.6K ﹤0.01%
7,981
-7,170
3310
$83.4K ﹤0.01%
3,759
-9,209
3311
$83.3K ﹤0.01%
3,156
-3,102
3312
$83.2K ﹤0.01%
48,111
-457
3313
$83.1K ﹤0.01%
12,007
-17,601
3314
$82.9K ﹤0.01%
3,448
-5,705
3315
$82.6K ﹤0.01%
3,671
3316
$82.4K ﹤0.01%
+4,999
3317
$82.1K ﹤0.01%
3,331
-2,561
3318
$82K ﹤0.01%
+7,563
3319
$81.8K ﹤0.01%
32,858
-929
3320
$81.8K ﹤0.01%
18,801
-32,711
3321
$81.7K ﹤0.01%
3,011
-2,374
3322
$81.7K ﹤0.01%
11,905
-14,758
3323
$81.5K ﹤0.01%
4,573
-4,028
3324
$81.3K ﹤0.01%
68
-432
3325
$81.3K ﹤0.01%
2,324
-2,680