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
$90.4B
AUM Growth
+$458M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,075
New
Increased
Reduced
Closed

Top Buys

1 +$1.27B
2 +$490M
3 +$373M
4
JNJ icon
Johnson & Johnson
JNJ
+$337M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$317M

Top Sells

1 +$773M
2 +$727M
3 +$543M
4
CL icon
Colgate-Palmolive
CL
+$540M
5
IYR icon
iShares US Real Estate ETF
IYR
+$348M

Sector Composition

1 Technology 23.66%
2 Financials 13.96%
3 Healthcare 12.61%
4 Consumer Discretionary 11.04%
5 Communication Services 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4401
$1K ﹤0.01%
+59
4402
$1K ﹤0.01%
42,035
4403
-733,180
4404
-108,287
4405
-100,000
4406
-33,422
4407
-21,042
4408
-181,682
4409
-37,434
4410
-185,254
4411
-15,340
4412
-500
4413
-563,618
4414
-72,425
4415
-1,432,600
4416
-155,800
4417
-5,865,856
4418
-188,601
4419
-104,537
4420
-42,573
4421
-8,830
4422
-9,304
4423
-161,468
4424
-84,225
4425
-253,981