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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
3551
$23K ﹤0.01%
3,292
+1,000
3552
$23K ﹤0.01%
3,272
3553
$23K ﹤0.01%
11,760
-39,551
3554
$23K ﹤0.01%
3,316
-17,140
3555
$23K ﹤0.01%
296
-170
3556
$23K ﹤0.01%
+2,872
3557
$23K ﹤0.01%
1,305
-1,672
3558
$23K ﹤0.01%
+732
3559
$23K ﹤0.01%
1,506
-184
3560
$23K ﹤0.01%
1,136
+770
3561
$23K ﹤0.01%
117
-40
3562
$23K ﹤0.01%
11,405
+7,761
3563
$22K ﹤0.01%
1,163
+1,039
3564
$22K ﹤0.01%
1,062
-343
3565
$22K ﹤0.01%
+620
3566
$22K ﹤0.01%
313
-2,462
3567
$22K ﹤0.01%
1,124
+886
3568
$22K ﹤0.01%
1,347
+943
3569
$22K ﹤0.01%
2,041
+1,844
3570
$22K ﹤0.01%
1,617
+648
3571
$22K ﹤0.01%
+1,075
3572
$22K ﹤0.01%
2,000
3573
$22K ﹤0.01%
379
+45
3574
$22K ﹤0.01%
878
-9,690
3575
$22K ﹤0.01%
1,466
+1,205