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
3401
$86K ﹤0.01%
1,229
+1,005
3402
$86K ﹤0.01%
2,334
+1,444
3403
$86K ﹤0.01%
11,477
+9,121
3404
$86K ﹤0.01%
1,588
-1,589
3405
$85K ﹤0.01%
1,611
+1,353
3406
$85K ﹤0.01%
+551
3407
$85K ﹤0.01%
6,754
+5,589
3408
$85K ﹤0.01%
4,718
+3,835
3409
$84K ﹤0.01%
6,087
+5,008
3410
$84K ﹤0.01%
+3,591
3411
$84K ﹤0.01%
5,849
+5,212
3412
$84K ﹤0.01%
2,867
+2,237
3413
$84K ﹤0.01%
2,002
3414
$84K ﹤0.01%
+4,799
3415
$84K ﹤0.01%
1,984
-1,400
3416
$84K ﹤0.01%
8,838
-594
3417
$83K ﹤0.01%
10,411
+8,613
3418
$83K ﹤0.01%
5,246
+4,394
3419
$82K ﹤0.01%
+365
3420
$82K ﹤0.01%
+869
3421
$82K ﹤0.01%
1,538
+1,261
3422
$82K ﹤0.01%
7,225
+5,515
3423
$82K ﹤0.01%
3,568
+2,904
3424
$81K ﹤0.01%
12,894
+12,684
3425
$81K ﹤0.01%
1,382
+1,142