Barclays

Barclays Portfolio holdings

AUM $249B
1-Year Est. Return 25.39%
 

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
+25.39%
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
3376
$89K ﹤0.01%
217
+107
3377
$89K ﹤0.01%
5,281
+4,184
3378
$89K ﹤0.01%
4,866
+2,968
3379
$89K ﹤0.01%
4,539
-16,207
3380
$89K ﹤0.01%
20,101
-17,033
3381
$88K ﹤0.01%
6,367
+5,199
3382
$88K ﹤0.01%
+4,962
3383
$88K ﹤0.01%
5,174
+4,184
3384
$88K ﹤0.01%
6,707
+5,354
3385
$88K ﹤0.01%
11,077
+6,972
3386
$88K ﹤0.01%
2,851
+2,010
3387
$88K ﹤0.01%
1,119
+909
3388
$88K ﹤0.01%
16,467
+7,752
3389
$88K ﹤0.01%
3,861
+3,160
3390
$88K ﹤0.01%
31,457
3391
$87K ﹤0.01%
14,071
+12,507
3392
$87K ﹤0.01%
+8,807
3393
$87K ﹤0.01%
12,389
+8,644
3394
$87K ﹤0.01%
18,130
-1,252
3395
$87K ﹤0.01%
3,217
+2,698
3396
$87K ﹤0.01%
58,735
3397
$87K ﹤0.01%
1,197
+987
3398
$87K ﹤0.01%
5,847
+4,720
3399
$86K ﹤0.01%
1,588
-1,589
3400
$86K ﹤0.01%
11,477
+9,121