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
3901
$10K ﹤0.01%
+247
3902
$10K ﹤0.01%
310
-8,587
3903
$10K ﹤0.01%
166
-1,200
3904
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235
3905
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3906
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33,172
-12,499
3907
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+34
3908
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309
+159
3909
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5,248
-22,151
3910
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3,644
3911
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+700
3912
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300
3913
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+118
3914
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1,000
3915
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58
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3916
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2,000
3917
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153
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3918
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468
+400
3919
$9K ﹤0.01%
3,255
3920
$9K ﹤0.01%
2,231
+1,698
3921
$8K ﹤0.01%
2,134
+2,059
3922
$8K ﹤0.01%
800
3923
$8K ﹤0.01%
+586
3924
$8K ﹤0.01%
+400
3925
$8K ﹤0.01%
+600