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
$77.9B
AUM Growth
-$10.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,763
New
Increased
Reduced
Closed

Top Buys

1 +$629M
2 +$463M
3 +$350M
4
IBB icon
iShares Biotechnology ETF
IBB
+$315M
5
BPL
Buckeye Partners, L.P.
BPL
+$265M

Sector Composition

1 Technology 15.81%
2 Healthcare 11.73%
3 Financials 9.49%
4 Consumer Discretionary 9.24%
5 Communication Services 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3501
$60K ﹤0.01%
5,500
-1,621
3502
$60K ﹤0.01%
4,545
-1,514
3503
$60K ﹤0.01%
8,066
-14,152
3504
$60K ﹤0.01%
2,700
-38,100
3505
$60K ﹤0.01%
15,218
-27,941
3506
$59K ﹤0.01%
11,189
-3,352
3507
$59K ﹤0.01%
+2,337
3508
$59K ﹤0.01%
3,130
-642
3509
$59K ﹤0.01%
3,259
-731
3510
$59K ﹤0.01%
44,282
-61,353
3511
$59K ﹤0.01%
11,317
+2,234
3512
$59K ﹤0.01%
329
-37
3513
$59K ﹤0.01%
1,277
-2,002
3514
$59K ﹤0.01%
4,508
-1,155
3515
$58K ﹤0.01%
18,210
-14,764
3516
$58K ﹤0.01%
3,450
-1,098
3517
$58K ﹤0.01%
5,508
-1,281
3518
$58K ﹤0.01%
3,876
-1,476
3519
$58K ﹤0.01%
24,394
-7,526
3520
$58K ﹤0.01%
32,823
-10,229
3521
$58K ﹤0.01%
23,195
-7,364
3522
$58K ﹤0.01%
+292
3523
$58K ﹤0.01%
3,767
-1,174
3524
$58K ﹤0.01%
+1,250
3525
$57K ﹤0.01%
6,792
-1,890