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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
$61.3B
AUM Growth
+$594M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,169
New
Increased
Reduced
Closed

Top Buys

1 +$984M
2 +$406M
3 +$363M
4
CMCSA icon
Comcast
CMCSA
+$305M
5
DD icon
DuPont de Nemours
DD
+$229M

Sector Composition

1 Technology 20.46%
2 Financials 10.38%
3 Consumer Discretionary 9.4%
4 Healthcare 9.13%
5 Communication Services 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3401
$37K ﹤0.01%
+19,349
3402
$37K ﹤0.01%
11,057
-1,186
3403
$37K ﹤0.01%
1,000
3404
$36K ﹤0.01%
1,311
3405
$36K ﹤0.01%
+8,709
3406
$36K ﹤0.01%
+2,754
3407
$36K ﹤0.01%
+5,500
3408
$36K ﹤0.01%
5,022
+2,044
3409
$35K ﹤0.01%
3,350
+629
3410
$35K ﹤0.01%
+1,235
3411
$35K ﹤0.01%
28,441
+6,542
3412
$35K ﹤0.01%
12,573
+6,049
3413
$34K ﹤0.01%
16,199
-2,603
3414
$34K ﹤0.01%
2,329
+2,249
3415
$34K ﹤0.01%
+4,860
3416
$33K ﹤0.01%
1,985
3417
$33K ﹤0.01%
52
-9
3418
$33K ﹤0.01%
96
+39
3419
$33K ﹤0.01%
+6,534
3420
$33K ﹤0.01%
9,046
+3,596
3421
-1
3422
$33K ﹤0.01%
21,876
+3,879
3423
$33K ﹤0.01%
+2,500
3424
$33K ﹤0.01%
4,161
+1,593
3425
$32K ﹤0.01%
+38