Barclays

Barclays Portfolio holdings

AUM $272B
1-Year Est. Return 16.92%
 

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
+16.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$50.1B
AUM Growth
-$5.25B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,669
New
Increased
Reduced
Closed

Top Buys

1 +$392M
2 +$382M
3 +$366M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$274M
5
GILD icon
Gilead Sciences
GILD
+$216M

Top Sells

1 +$3.14B
2 +$422M
3 +$324M
4
WFC icon
Wells Fargo
WFC
+$250M
5
DD icon
DuPont de Nemours
DD
+$219M

Sector Composition

1 Healthcare 10.21%
2 Technology 8.33%
3 Financials 7.83%
4 Communication Services 6.71%
5 Real Estate 6.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4301
-84
4302
-50
4303
$0 ﹤0.01%
13,012
+300
4304
$0 ﹤0.01%
3
-20,029
4305
$0 ﹤0.01%
11
-1
4306
$0 ﹤0.01%
200
-14,800
4307
-20,323
4308
-1,000
4309
$0 ﹤0.01%
87
-600
4310
-29,090
4311
$0 ﹤0.01%
54
-16,627
4312
-76,397
4313
$0 ﹤0.01%
82
-718
4314
0
4315
-18,011
4316
-300
4317
-68,993
4318
-45,337
4319
$0 ﹤0.01%
15,200
+2,000
4320
-63,481
4321
$0 ﹤0.01%
117
4322
-2,041
4323
$0 ﹤0.01%
1,384
4324
$0 ﹤0.01%
178,516
-25,151
4325
$0 ﹤0.01%
2
-14,038