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
$68.8B
AUM Growth
+$12.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,762
New
Increased
Reduced
Closed

Top Sells

1 +$431M
2 +$223M
3 +$213M
4
HAL icon
Halliburton
HAL
+$211M
5
BMY icon
Bristol-Myers Squibb
BMY
+$204M

Sector Composition

1 Technology 17.28%
2 Financials 11.91%
3 Healthcare 11.8%
4 Consumer Discretionary 10.58%
5 Industrials 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3501
$68K ﹤0.01%
41,191
-138,164
3502
$68K ﹤0.01%
+248
3503
$68K ﹤0.01%
3,332
-14,748
3504
$68K ﹤0.01%
7,880
+6,340
3505
$68K ﹤0.01%
676,281
3506
$68K ﹤0.01%
4,823
+3,948
3507
$68K ﹤0.01%
5,791
+1,742
3508
$68K ﹤0.01%
1,897
+1,554
3509
$67K ﹤0.01%
4,348
+3,526
3510
$67K ﹤0.01%
1,497
3511
$67K ﹤0.01%
3,600
+2,942
3512
$67K ﹤0.01%
2,917
+2,301
3513
$67K ﹤0.01%
609
+473
3514
$67K ﹤0.01%
3,550
+1,957
3515
$66K ﹤0.01%
6,595
+6,258
3516
$66K ﹤0.01%
2,893
-6,337
3517
$66K ﹤0.01%
3,406
+2,593
3518
$66K ﹤0.01%
+2,889
3519
$66K ﹤0.01%
1,676
+1,084
3520
$65K ﹤0.01%
1,937
+1,583
3521
$65K ﹤0.01%
1,587
+1,522
3522
$65K ﹤0.01%
+3,009
3523
$65K ﹤0.01%
5,885
+4,691
3524
$65K ﹤0.01%
5,267
+4,309
3525
$65K ﹤0.01%
195
+89