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
$88.3B
AUM Growth
+$17B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,706
New
Increased
Reduced
Closed

Top Buys

1 +$1.39B
2 +$790M
3 +$648M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$411M
5
MSFT icon
Microsoft
MSFT
+$379M

Sector Composition

1 Technology 15.76%
2 Financials 10.59%
3 Healthcare 10.41%
4 Communication Services 8.6%
5 Consumer Discretionary 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3426
$110K ﹤0.01%
21,580
-12,555
3427
$110K ﹤0.01%
11,550
-119,419
3428
$110K ﹤0.01%
7,507
+193
3429
$110K ﹤0.01%
5,819
+3,130
3430
$110K ﹤0.01%
5,163
-66,225
3431
$109K ﹤0.01%
+2,144
3432
$109K ﹤0.01%
8,682
+2,543
3433
$109K ﹤0.01%
+17,289
3434
$109K ﹤0.01%
20,279
+15,527
3435
$109K ﹤0.01%
13,062
+12,815
3436
$109K ﹤0.01%
4,085
+2,183
3437
$109K ﹤0.01%
30,559
-76,341
3438
$109K ﹤0.01%
4,946
+2,710
3439
$109K ﹤0.01%
3,256
+1,772
3440
$109K ﹤0.01%
3,265
+2,677
3441
$109K ﹤0.01%
5,329
+3,007
3442
$108K ﹤0.01%
28,515
-6,331
3443
$108K ﹤0.01%
+9,008
3444
$108K ﹤0.01%
3,274
+1,762
3445
$108K ﹤0.01%
7,030
-44,515
3446
$108K ﹤0.01%
14,177
-65,375
3447
$108K ﹤0.01%
+48,893
3448
$108K ﹤0.01%
34,519
+10,413
3449
$108K ﹤0.01%
6,251
+3,255
3450
$107K ﹤0.01%
3,797
+1,928