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
4001
$3K ﹤0.01%
56
4002
$3K ﹤0.01%
100
4003
$3K ﹤0.01%
400
+300
4004
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+216
4005
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189
-236
4006
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40
-9,500
4007
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207
4008
$3K ﹤0.01%
646
-919
4009
$3K ﹤0.01%
8,622
-45,080
4010
$3K ﹤0.01%
17,381
-258,939
4011
$2K ﹤0.01%
42
+30
4012
$2K ﹤0.01%
29
-477
4013
$2K ﹤0.01%
99
4014
$2K ﹤0.01%
543
-2,873
4015
$2K ﹤0.01%
127
-2,678
4016
$2K ﹤0.01%
730
-300
4017
$2K ﹤0.01%
+135
4018
$2K ﹤0.01%
208
-1,148
4019
$2K ﹤0.01%
429
4020
$2K ﹤0.01%
121
-9,403
4021
$2K ﹤0.01%
36
-1,300
4022
$2K ﹤0.01%
2,369
-2,299
4023
$2K ﹤0.01%
3,027
-10,068
4024
$2K ﹤0.01%
28,700
+583
4025
$2K ﹤0.01%
420
-5,441