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
$218B
AUM Growth
-$3.62B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,468
New
Increased
Reduced
Closed

Top Sells

1 +$2.77B
2 +$1.3B
3 +$1.22B
4
IYR icon
iShares US Real Estate ETF
IYR
+$1.11B
5
PG icon
Procter & Gamble
PG
+$915M

Sector Composition

1 Technology 33.53%
2 Consumer Discretionary 10.88%
3 Financials 10.79%
4 Communication Services 9.25%
5 Healthcare 8.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3401
$67.5K ﹤0.01%
8,524
-11,812
3402
$67.4K ﹤0.01%
1,368
-11,476
3403
$67K ﹤0.01%
19,261
-3,816
3404
$67K ﹤0.01%
+25,770
3405
$66.8K ﹤0.01%
4,292
-4,516
3406
$66.8K ﹤0.01%
1,000
-273,200
3407
$66.7K ﹤0.01%
39,243
-140,757
3408
$66.7K ﹤0.01%
2,200
-2,018
3409
$66.6K ﹤0.01%
63,388
-37,967
3410
$66.5K ﹤0.01%
2,809
-2,352
3411
$66.4K ﹤0.01%
3,373
-3,343
3412
$66.3K ﹤0.01%
39,437
-25,182
3413
$66.2K ﹤0.01%
+750
3414
$66.1K ﹤0.01%
412
3415
$66K ﹤0.01%
15,231
-15,292
3416
$65.9K ﹤0.01%
18,551
-35,872
3417
$65.4K ﹤0.01%
1,275
-1,808
3418
$65.3K ﹤0.01%
2,572
-2,494
3419
$64.9K ﹤0.01%
3,717
-4,202
3420
$64.9K ﹤0.01%
2,733
3421
$64.7K ﹤0.01%
800
3422
$64.6K ﹤0.01%
1,569
-1,602
3423
$64.4K ﹤0.01%
1,966
+336
3424
$64.3K ﹤0.01%
59,026
-44,444
3425
$63.6K ﹤0.01%
12,075
-11,118