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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
$163B
AUM Growth
+$22.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,075
New
Increased
Reduced
Closed

Top Buys

1 +$1.46B
2 +$1.08B
3 +$609M
4
MRNA icon
Moderna
MRNA
+$599M
5
UBS icon
UBS Group
UBS
+$478M

Top Sells

1 +$1.11B
2 +$679M
3 +$450M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$428M
5
MSFT icon
Microsoft
MSFT
+$361M

Sector Composition

1 Technology 24.56%
2 Financials 14.36%
3 Healthcare 11.73%
4 Consumer Discretionary 10.6%
5 Communication Services 9.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3851
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3854
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3856
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3860
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3861
-53,553
3862
$0 ﹤0.01%
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3863
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3865
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-108,095
3867
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-24,049
3871
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3872
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3874
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3875
-22,225