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
$88.3B
AUM Growth
+$17B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,706
New
Increased
Reduced
Closed

Top Buys

1 +$1.39B
2 +$790M
3 +$648M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$411M
5
MSFT icon
Microsoft
MSFT
+$379M

Sector Composition

1 Technology 15.76%
2 Financials 10.59%
3 Healthcare 10.41%
4 Communication Services 8.6%
5 Consumer Discretionary 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3801
$30K ﹤0.01%
2,300
3802
$30K ﹤0.01%
1,039
-1,990
3803
$30K ﹤0.01%
+1
3804
$30K ﹤0.01%
+2,012
3805
$30K ﹤0.01%
5,321
-120,761
3806
$29K ﹤0.01%
+780
3807
$29K ﹤0.01%
5,628
+3,880
3808
$29K ﹤0.01%
1,853
-101,340
3809
$29K ﹤0.01%
2,052
+261
3810
$29K ﹤0.01%
903
+402
3811
$29K ﹤0.01%
21,613
-21,821
3812
$28K ﹤0.01%
14,574
+8,428
3813
0
3814
$28K ﹤0.01%
+1,396
3815
$28K ﹤0.01%
398
+192
3816
$28K ﹤0.01%
6,587
-80,523
3817
$27K ﹤0.01%
+914
3818
$27K ﹤0.01%
1,029
+517
3819
$27K ﹤0.01%
183
-2,166
3820
$27K ﹤0.01%
450
3821
$26K ﹤0.01%
6,254
-23,217
3822
$26K ﹤0.01%
1,490
+1,397
3823
$26K ﹤0.01%
5,349
-20,625
3824
$26K ﹤0.01%
12
-3
3825
$26K ﹤0.01%
1,000