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
3551
$45.2K ﹤0.01%
1,721
3552
$44.8K ﹤0.01%
14,489
-14,063
3553
$44.7K ﹤0.01%
2,363
-2,347
3554
$44.6K ﹤0.01%
4,414
-2,836
3555
$44.3K ﹤0.01%
1,040
-2,937
3556
$44.3K ﹤0.01%
+583
3557
$44.3K ﹤0.01%
40,245
-28,021
3558
$44K ﹤0.01%
53,676
-14,252
3559
$44K ﹤0.01%
7,733
-3,466
3560
$43.8K ﹤0.01%
300
3561
$43.7K ﹤0.01%
1,748
3562
$43.7K ﹤0.01%
47,500
+30,000
3563
$43.4K ﹤0.01%
14,468
-14,139
3564
$43.3K ﹤0.01%
20,162
-23,812
3565
$43.3K ﹤0.01%
9,658
3566
$43.2K ﹤0.01%
+4,262
3567
$43.1K ﹤0.01%
8,361
-7,207
3568
$43K ﹤0.01%
+431
3569
$42.9K ﹤0.01%
17,500
-49,622
3570
$42.8K ﹤0.01%
5,600
+3,405
3571
$42.6K ﹤0.01%
36,399
-39,430
3572
$42.5K ﹤0.01%
1,090
-11,464
3573
$42.4K ﹤0.01%
9,742
-10,562
3574
$42.1K ﹤0.01%
+2,714
3575
$42K ﹤0.01%
13,860
-13,074