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
3551
$86K ﹤0.01%
20,788
-111,603
3552
$86K ﹤0.01%
10,094
+6,956
3553
$86K ﹤0.01%
2,213
+297
3554
$86K ﹤0.01%
+3,900
3555
$86K ﹤0.01%
31,259
-93
3556
$85K ﹤0.01%
31,492
+17,998
3557
$85K ﹤0.01%
4,972
+2,663
3558
$85K ﹤0.01%
77,572
-65,997
3559
$85K ﹤0.01%
21,342
+11,906
3560
$85K ﹤0.01%
70,093
+39,733
3561
$85K ﹤0.01%
6,836
-116,018
3562
$84K ﹤0.01%
+4,941
3563
$84K ﹤0.01%
8,136
+4,382
3564
$83K ﹤0.01%
3,772
+772
3565
$83K ﹤0.01%
+1,337
3566
$83K ﹤0.01%
32
-228
3567
$83K ﹤0.01%
5,352
+2,832
3568
$83K ﹤0.01%
2,423
-33,729
3569
$83K ﹤0.01%
67,676
+51,536
3570
$82K ﹤0.01%
7,121
+3,859
3571
$82K ﹤0.01%
4,311
+2,440
3572
$82K ﹤0.01%
22,415
-901
3573
$82K ﹤0.01%
+3,897
3574
$82K ﹤0.01%
7,909
+1,281
3575
$82K ﹤0.01%
+9,083