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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
$55.4B
AUM Growth
+$14B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,657
New
Increased
Reduced
Closed

Top Buys

1 +$3.38B
2 +$685M
3 +$497M
4
BHC icon
Bausch Health
BHC
+$314M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$299M

Top Sells

1 +$418M
2 +$243M
3 +$193M
4
SO icon
Southern Company
SO
+$163M
5
DELL
DELL INC
DELL
+$150M

Sector Composition

1 Healthcare 9.19%
2 Financials 9.09%
3 Technology 8.22%
4 Consumer Discretionary 6.37%
5 Energy 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3426
$33K ﹤0.01%
904
+295
3427
$33K ﹤0.01%
2,541
+938
3428
$33K ﹤0.01%
5,464
-24,087
3429
$33K ﹤0.01%
1,267
-1,836
3430
$33K ﹤0.01%
+1,270
3431
$32K ﹤0.01%
2,406
+2,180
3432
$32K ﹤0.01%
2,672
-470
3433
$32K ﹤0.01%
+900
3434
$32K ﹤0.01%
+2,644
3435
$32K ﹤0.01%
+4,523
3436
$32K ﹤0.01%
617
+508
3437
$32K ﹤0.01%
32,362
-1,772
3438
$31K ﹤0.01%
1,726
-719
3439
$31K ﹤0.01%
529
-58
3440
$31K ﹤0.01%
1,950
+1,157
3441
$31K ﹤0.01%
832
+224
3442
$31K ﹤0.01%
417
+328
3443
$31K ﹤0.01%
387
-4
3444
$31K ﹤0.01%
479
-60,526
3445
$31K ﹤0.01%
1,237
-4,082
3446
$31K ﹤0.01%
1,439
-238
3447
$31K ﹤0.01%
+3,400
3448
$31K ﹤0.01%
4,521
+4,371
3449
$31K ﹤0.01%
+1,100
3450
$31K ﹤0.01%
4,100
+2,340