Barclays

Barclays Portfolio holdings

AUM $249B
1-Year Est. Return 25.39%
 

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
+25.39%
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
3751
$30K ﹤0.01%
2,200
+1,904
3752
$30K ﹤0.01%
2,724
+2,192
3753
$30K ﹤0.01%
12,300
+9,929
3754
$29K ﹤0.01%
1,300
3755
$29K ﹤0.01%
299
3756
$29K ﹤0.01%
8,966
+7,119
3757
$29K ﹤0.01%
+900
3758
$29K ﹤0.01%
15,454
+12,559
3759
$28K ﹤0.01%
+127
3760
$28K ﹤0.01%
5,130
-8,239
3761
$28K ﹤0.01%
567
-833
3762
$28K ﹤0.01%
2,175
+1,773
3763
$28K ﹤0.01%
4,662
-34
3764
$28K ﹤0.01%
454
-1,158
3765
$28K ﹤0.01%
4,938
+3,518
3766
$28K ﹤0.01%
1,341
-1,936
3767
$27K ﹤0.01%
2,300
3768
$27K ﹤0.01%
450
3769
$27K ﹤0.01%
9,231
+9,225
3770
$27K ﹤0.01%
3,881
-54,600
3771
$27K ﹤0.01%
3,606
-1,353
3772
$27K ﹤0.01%
4,090
-83
3773
0
3774
$27K ﹤0.01%
51
-131
3775
$27K ﹤0.01%
1,000