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
$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
3351
$93K ﹤0.01%
17,414
-82,186
3352
$93K ﹤0.01%
1,781
+1,449
3353
$93K ﹤0.01%
9,940
+8,126
3354
$92K ﹤0.01%
3,116
-597
3355
$92K ﹤0.01%
5,820
+4,488
3356
$92K ﹤0.01%
578
-67
3357
$92K ﹤0.01%
13,618
+10,946
3358
$92K ﹤0.01%
367
+262
3359
$92K ﹤0.01%
15,626
+12,745
3360
$92K ﹤0.01%
5,995
+4,751
3361
$91K ﹤0.01%
1,945
+1,603
3362
$91K ﹤0.01%
20,344
-20,917
3363
$91K ﹤0.01%
2,326
+1,906
3364
$90K ﹤0.01%
4,243
+2,552
3365
$90K ﹤0.01%
4,447
3366
$90K ﹤0.01%
6,146
+4,808
3367
$90K ﹤0.01%
+4,645
3368
$90K ﹤0.01%
3,297
+2,695
3369
$90K ﹤0.01%
5,087
+4,130
3370
$90K ﹤0.01%
2,843
-3,177
3371
$90K ﹤0.01%
18,121
+7,406
3372
$90K ﹤0.01%
1,823
+1,323
3373
$89K ﹤0.01%
6,826
+5,629
3374
$89K ﹤0.01%
4,866
+2,968
3375
$89K ﹤0.01%
626
+503