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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
$43.2B
AUM Growth
-$2.82B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,483
New
Increased
Reduced
Closed

Top Buys

1 +$2.93B
2 +$297M
3 +$219M
4
JNJ icon
Johnson & Johnson
JNJ
+$210M
5
MCHI icon
iShares MSCI China ETF
MCHI
+$207M

Top Sells

1 +$1.2B
2 +$484M
3 +$333M
4
T icon
AT&T
T
+$279M
5
LO
LORILLARD INC COM STK
LO
+$255M

Sector Composition

1 Healthcare 13.66%
2 Technology 10.17%
3 Financials 7.75%
4 Energy 6.56%
5 Industrials 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4001
-226
4002
-1,829,273
4003
-2,850
4004
-484
4005
-2,626
4006
-290
4007
-40,401
4008
-1,590,009
4009
-137,354
4010
-332
4011
$0 ﹤0.01%
+27
4012
$0 ﹤0.01%
148
-78,242
4013
-3,130
4014
$0 ﹤0.01%
265
-200
4015
$0 ﹤0.01%
+12
4016
$0 ﹤0.01%
+200
4017
0
4018
0
4019
-1
4020
-397,952
4021
$0 ﹤0.01%
30
-28
4022
-4,849
4023
0
4024
0
4025
-200