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
$90.4B
AUM Growth
+$458M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,075
New
Increased
Reduced
Closed

Top Buys

1 +$1.44B
2 +$556M
3 +$433M
4
JNJ icon
Johnson & Johnson
JNJ
+$349M
5
AMZN icon
Amazon
AMZN
+$340M

Top Sells

1 +$873M
2 +$799M
3 +$602M
4
PANW icon
Palo Alto Networks
PANW
+$574M
5
IYR icon
iShares US Real Estate ETF
IYR
+$405M

Sector Composition

1 Technology 23.66%
2 Financials 13.96%
3 Healthcare 12.61%
4 Consumer Discretionary 11.04%
5 Communication Services 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3601
$32K ﹤0.01%
9,225
+7,705
3602
$32K ﹤0.01%
136
-39,958
3603
$32K ﹤0.01%
17,118
-40,501
3604
$32K ﹤0.01%
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3605
$32K ﹤0.01%
1,000
3606
$32K ﹤0.01%
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3607
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-50
3608
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3609
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3611
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3612
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3613
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3614
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3615
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3616
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3617
$31K ﹤0.01%
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3618
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3619
$31K ﹤0.01%
3,102
3620
$31K ﹤0.01%
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3621
$31K ﹤0.01%
724
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3622
$31K ﹤0.01%
984
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3623
$31K ﹤0.01%
3,254
-494
3624
$31K ﹤0.01%
1,949
-358
3625
$30K ﹤0.01%
1,541
-1,307