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
$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
4076
-3,233
4077
$0 ﹤0.01%
17
-1,420
4078
$0 ﹤0.01%
13
-2,483
4079
-319
4080
$0 ﹤0.01%
103
-75
4081
-1,886
4082
0
4083
$0 ﹤0.01%
409
-230
4084
$0 ﹤0.01%
3,502
-385,326
4085
-7,600
4086
$0 ﹤0.01%
45,618
-21,393
4087
-191
4088
$0 ﹤0.01%
1,133
+238
4089
-2,125
4090
-22,345
4091
-1,481
4092
$0 ﹤0.01%
759,992
+8,903
4093
$0 ﹤0.01%
1
-3,113
4094
-463,429
4095
-690
4096
-97,917
4097
-55,340
4098
-19,907
4099
-81
4100
-11,023