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

Top Buys

1 +$1.44B
2 +$556M
3 +$433M
4
JNJ icon
Johnson & Johnson
JNJ
+$349M
5
AMZN icon
Amazon
AMZN
+$340M

Top Sells

1 +$873M
2 +$799M
3 +$602M
4
PANW icon
Palo Alto Networks
PANW
+$574M
5
IYR icon
iShares US Real Estate ETF
IYR
+$405M

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
4501
$0 ﹤0.01%
333
4502
$0 ﹤0.01%
500
4503
$0 ﹤0.01%
66
4504
$0 ﹤0.01%
250
4505
-77,403
4506
-2,213,050
4507
-820
4508
$0 ﹤0.01%
+8,266
4509
-33,064
4510
$0 ﹤0.01%
3,333
4511
$0 ﹤0.01%
197
4512
-11
4513
-120,816
4514
0
4515
$0 ﹤0.01%
1
-22,373
4516
$0 ﹤0.01%
2
-8,331
4517
-31,271
4518
-85,389
4519
-200
4520
-56,495
4521
-191,907
4522
-1,900
4523
-20,451
4524
-2,458
4525
-693,932