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
$68.8B
AUM Growth
+$12.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,762
New
Increased
Reduced
Closed

Top Sells

1 +$431M
2 +$223M
3 +$213M
4
HAL icon
Halliburton
HAL
+$211M
5
BMY icon
Bristol-Myers Squibb
BMY
+$204M

Sector Composition

1 Technology 17.28%
2 Financials 11.91%
3 Healthcare 11.8%
4 Consumer Discretionary 10.58%
5 Industrials 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3601
$55K ﹤0.01%
5,493
+4,450
3602
$55K ﹤0.01%
200
+167
3603
$55K ﹤0.01%
3,278
+2,675
3604
$55K ﹤0.01%
3,344
+2,777
3605
$55K ﹤0.01%
9,252
+7,925
3606
$55K ﹤0.01%
+50,000
3607
$54K ﹤0.01%
1,676
3608
$54K ﹤0.01%
1,880
+1,535
3609
$54K ﹤0.01%
26,400
3610
$54K ﹤0.01%
4,947
+4,049
3611
$54K ﹤0.01%
+48
3612
$54K ﹤0.01%
900
3613
$54K ﹤0.01%
13,495
3614
$53K ﹤0.01%
17
+4
3615
$53K ﹤0.01%
1,557
+548
3616
$53K ﹤0.01%
2,108
+1,735
3617
$53K ﹤0.01%
+405,737
3618
$53K ﹤0.01%
+3,502,288
3619
$52K ﹤0.01%
2,808
+2,307
3620
$52K ﹤0.01%
+250
3621
$52K ﹤0.01%
580
-220
3622
$52K ﹤0.01%
+880
3623
$52K ﹤0.01%
194
-923
3624
$52K ﹤0.01%
1,023
-1,095
3625
$52K ﹤0.01%
8,100
+5,659