We are live on ! Find out more
Barclays

Barclays Portfolio holdings

AUM $280B
1-Year Est. Return 34.19%
 

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
+34.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$89.9B
AUM Growth
-$34.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,215
New
Increased
Reduced
Closed

Top Buys

1 +$1.04B
2 +$957M
3 +$433M
4
PINS icon
Pinterest
PINS
+$422M
5
CL icon
Colgate-Palmolive
CL
+$396M

Sector Composition

1 Technology 23.46%
2 Financials 13.32%
3 Healthcare 10.99%
4 Consumer Discretionary 9.93%
5 Communication Services 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3326
$93K ﹤0.01%
35,108
-24,313
3327
$93K ﹤0.01%
7,263
-65
3328
$93K ﹤0.01%
2,885
-967
3329
$93K ﹤0.01%
8,300
3330
$93K ﹤0.01%
11,609
-3,874
3331
$93K ﹤0.01%
26,998
-6,001
3332
$93K ﹤0.01%
9,500
3333
$92K ﹤0.01%
21,292
-22,758
3334
$92K ﹤0.01%
7,828
-28,994
3335
$92K ﹤0.01%
2,467
-856
3336
$92K ﹤0.01%
5,246
-3,227
3337
$91K ﹤0.01%
3,809
-2,238
3338
$91K ﹤0.01%
5,927
-1,962
3339
$91K ﹤0.01%
2,667
3340
$91K ﹤0.01%
16,481
-3,830
3341
$91K ﹤0.01%
+1,300
3342
$91K ﹤0.01%
50,846
-4,219
3343
$90K ﹤0.01%
10,058
+4,888
3344
$90K ﹤0.01%
10,915
-4,425
3345
$90K ﹤0.01%
7,619
-6,885
3346
$90K ﹤0.01%
876
-1,653
3347
$90K ﹤0.01%
3,370
-16,441
3348
$90K ﹤0.01%
14,258
-25,632
3349
$90K ﹤0.01%
6,798
+1,223
3350
$90K ﹤0.01%
19,819
-6,510