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
3451
$58.6K ﹤0.01%
2,861
-3,038
3452
$58.6K ﹤0.01%
+1,046
3453
$58.5K ﹤0.01%
+5,864
3454
$58.4K ﹤0.01%
4,571
-9,940
3455
$58.1K ﹤0.01%
23,820
+21,942
3456
$58.1K ﹤0.01%
3,338
-3,712
3457
$58.1K ﹤0.01%
8,516
-29,688
3458
$58.1K ﹤0.01%
48,398
-27,359
3459
$57.9K ﹤0.01%
2,646
-3,996
3460
$57.8K ﹤0.01%
33,245
3461
$57.7K ﹤0.01%
4,781
-5,065
3462
$57.6K ﹤0.01%
57,631
-18,282
3463
$57.5K ﹤0.01%
+2,077
3464
$57.5K ﹤0.01%
3,531
-4,101
3465
$57.5K ﹤0.01%
30,407
-161,593
3466
$57.1K ﹤0.01%
17,248
-15,239
3467
$56.9K ﹤0.01%
4,010
3468
$56.9K ﹤0.01%
2,087
-895
3469
$56.6K ﹤0.01%
+17,092
3470
$56.6K ﹤0.01%
18,421
-18,118
3471
$56.5K ﹤0.01%
11,523
-11,802
3472
$56.4K ﹤0.01%
45,097
-60,461
3473
$56.1K ﹤0.01%
2,500
3474
$56.1K ﹤0.01%
19,333
-31,992
3475
$55.7K ﹤0.01%
+29,930