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
$50.1B
AUM Growth
-$5.25B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,669
New
Increased
Reduced
Closed

Top Buys

1 +$391M
2 +$370M
3 +$359M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$269M
5
GILD icon
Gilead Sciences
GILD
+$242M

Top Sells

1 +$3.08B
2 +$425M
3 +$329M
4
WFC icon
Wells Fargo
WFC
+$237M
5
VOD icon
Vodafone
VOD
+$217M

Sector Composition

1 Healthcare 10.21%
2 Technology 8.33%
3 Financials 7.8%
4 Communication Services 6.71%
5 Real Estate 6.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
801
$7.23M 0.01%
200,819
+32,339
802
$7.22M 0.01%
360,950
+291,845
803
$7.2M 0.01%
71,974
-139,717
804
$7.19M 0.01%
378,453
+77,548
805
$7.18M 0.01%
184,085
+176,269
806
$7.18M 0.01%
177,200
+8,952
807
$7.16M 0.01%
1,023,102
+11,970
808
$7.11M 0.01%
129,327
-152,443
809
$7.09M 0.01%
191,766
-12,082
810
$7.07M 0.01%
105,549
-5,816
811
$7.06M 0.01%
192,617
-1,344
812
$7.05M 0.01%
271,350
+192,848
813
$7.05M 0.01%
478,694
-300,019
814
$7.03M 0.01%
319,830
+46,722
815
$7M 0.01%
895,010
-775,962
816
$6.97M 0.01%
110,675
+109,856
817
$6.97M 0.01%
348,523
+114,790
818
$6.97M 0.01%
133,955
-11,288
819
$6.95M 0.01%
105,382
-411,371
820
$6.94M 0.01%
239,177
-158,121
821
$6.9M 0.01%
160,363
+119,177
822
$6.89M 0.01%
62,144
+31,379
823
$6.88M 0.01%
212,690
+130,727
824
$6.87M 0.01%
298,734
-1,250,193
825
$6.87M 0.01%
715,099
+74,676