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
$124B
AUM Growth
-$39.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,969
New
Increased
Reduced
Closed

Top Buys

1 +$1.74B
2 +$760M
3 +$429M
4
STLA icon
Stellantis
STLA
+$372M
5
CERN
Cerner Corp
CERN
+$304M

Top Sells

1 +$1.85B
2 +$1.75B
3 +$1.22B
4
AMZN icon
Amazon
AMZN
+$1.04B
5
IYR icon
iShares US Real Estate ETF
IYR
+$924M

Sector Composition

1 Technology 22.69%
2 Financials 14.86%
3 Healthcare 10.55%
4 Consumer Discretionary 9.98%
5 Communication Services 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3326
$154K ﹤0.01%
76,274
-64,972
3327
$154K ﹤0.01%
3,000
3328
$154K ﹤0.01%
2,800
-11,215
3329
$153K ﹤0.01%
25,898
-19,455
3330
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+10,968
3331
$153K ﹤0.01%
5,247
-32,310
3332
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$152K ﹤0.01%
2,592
-15,616
3334
$152K ﹤0.01%
+34,099
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$152K ﹤0.01%
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-258,524
3336
$152K ﹤0.01%
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3337
$152K ﹤0.01%
7,571
-42,904
3338
$151K ﹤0.01%
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3341
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$150K ﹤0.01%
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3343
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6,792
-42,338
3344
$150K ﹤0.01%
23,530
-63,275
3345
$149K ﹤0.01%
+31,838
3346
$148K ﹤0.01%
+14,931
3347
$148K ﹤0.01%
+32,623
3348
$148K ﹤0.01%
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$148K ﹤0.01%
5,497
-13,094
3350
$148K ﹤0.01%
10,347
-64,812