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
$124B
AUM Growth
-$39.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,969
New
Increased
Reduced
Closed

Top Buys

1 +$1.74B
2 +$760M
3 +$429M
4
STLA icon
Stellantis
STLA
+$372M
5
CERN
Cerner Corp
CERN
+$304M

Top Sells

1 +$1.85B
2 +$1.75B
3 +$1.22B
4
AMZN icon
Amazon
AMZN
+$1.04B
5
IYR icon
iShares US Real Estate ETF
IYR
+$924M

Sector Composition

1 Technology 22.69%
2 Financials 14.86%
3 Healthcare 10.55%
4 Consumer Discretionary 9.98%
5 Communication Services 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3576
$89K ﹤0.01%
3,700
3577
$89K ﹤0.01%
29,539
3578
$88K ﹤0.01%
+8,038
3579
$88K ﹤0.01%
9,989
-11,998
3580
$88K ﹤0.01%
+8,796
3581
$88K ﹤0.01%
3,424
-21,298
3582
$88K ﹤0.01%
+20,860
3583
$88K ﹤0.01%
5,506
-34,502
3584
$88K ﹤0.01%
1,747
-1,966
3585
$87K ﹤0.01%
6,198
-37,793
3586
$86K ﹤0.01%
+2,611
3587
$86K ﹤0.01%
10,442
-29,815
3588
$85K ﹤0.01%
2,310
-14,498
3589
$85K ﹤0.01%
9,254
-58,382
3590
$85K ﹤0.01%
4,813
-30,265
3591
$85K ﹤0.01%
1,362
-255,978
3592
$85K ﹤0.01%
+2,977
3593
$85K ﹤0.01%
+8,460
3594
$84K ﹤0.01%
+262
3595
$84K ﹤0.01%
909
-1,608
3596
$84K ﹤0.01%
1,941
-41,920
3597
$84K ﹤0.01%
+3,223
3598
$84K ﹤0.01%
2,817
-17,663
3599
$84K ﹤0.01%
+20,082
3600
$83K ﹤0.01%
10,492