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Barclays

Barclays Portfolio holdings

AUM $280B
1-Year Est. Return 34.19%
 

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
+34.19%
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
3826
$25K ﹤0.01%
15,279
-58,116
3827
$25K ﹤0.01%
+2,573
3828
$25K ﹤0.01%
1,002
-31,196
3829
$25K ﹤0.01%
+632
3830
$25K ﹤0.01%
+1,400
3831
$25K ﹤0.01%
12,758
-29,977
3832
$25K ﹤0.01%
73,684
+58,279
3833
$25K ﹤0.01%
6,826
+6,037
3834
$24K ﹤0.01%
4,662
3835
$24K ﹤0.01%
+270
3836
$24K ﹤0.01%
2,450
+1,402
3837
$23K ﹤0.01%
+2,800
3838
$23K ﹤0.01%
+679
3839
$23K ﹤0.01%
842
-319
3840
$23K ﹤0.01%
1,657
+1,023
3841
$23K ﹤0.01%
432
3842
$23K ﹤0.01%
2,243
-8,303
3843
$23K ﹤0.01%
390
3844
$23K ﹤0.01%
+461
3845
$22K ﹤0.01%
5,001
-298,663
3846
$22K ﹤0.01%
730
+319
3847
$22K ﹤0.01%
1,402
-100
3848
$22K ﹤0.01%
87
3849
$22K ﹤0.01%
+324
3850
$22K ﹤0.01%
822