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
$91B
AUM Growth
+$13.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,625
New
Increased
Reduced
Closed

Top Buys

1 +$572M
2 +$495M
3 +$405M
4
PG icon
Procter & Gamble
PG
+$365M
5
MSFT icon
Microsoft
MSFT
+$327M

Top Sells

1 +$605M
2 +$544M
3 +$474M
4
CELG
Celgene Corp
CELG
+$411M
5
BPL
Buckeye Partners, L.P.
BPL
+$380M

Sector Composition

1 Technology 17.54%
2 Healthcare 11.42%
3 Financials 10.41%
4 Consumer Discretionary 9.33%
5 Communication Services 9.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3326
$111K ﹤0.01%
6,025
-31,513
3327
$110K ﹤0.01%
14,235
+6,169
3328
$110K ﹤0.01%
7,652
+3,776
3329
$109K ﹤0.01%
8,115
+3,197
3330
$109K ﹤0.01%
8,652
+4,383
3331
$109K ﹤0.01%
11,361
+5,853
3332
$109K ﹤0.01%
2,375
+908
3333
$109K ﹤0.01%
8,497
+809
3334
$109K ﹤0.01%
9,133
+4,588
3335
$109K ﹤0.01%
2,650
3336
$107K ﹤0.01%
7,109
+3,585
3337
$107K ﹤0.01%
9,179
+4,642
3338
$107K ﹤0.01%
5,881
+2,352
3339
$106K ﹤0.01%
29,150
-60,415
3340
$106K ﹤0.01%
10,754
+5,254
3341
$106K ﹤0.01%
7,408
+3,697
3342
$105K ﹤0.01%
3,282
-1,272
3343
$105K ﹤0.01%
118,268
-25,055
3344
$104K ﹤0.01%
4,775
-2,938
3345
$101K ﹤0.01%
1,600
-43,256
3346
$101K ﹤0.01%
5,192
+2,554
3347
$101K ﹤0.01%
434
+248
3348
$100K ﹤0.01%
2,458
3349
$100K ﹤0.01%
16,000
3350
$100K ﹤0.01%
22,447
+11,363