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
$89.9B
AUM Growth
-$34.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,215
New
Increased
Reduced
Closed

Top Buys

1 +$911M
2 +$888M
3 +$406M
4
MDT icon
Medtronic
MDT
+$383M
5
PINS icon
Pinterest
PINS
+$366M

Sector Composition

1 Technology 23.46%
2 Financials 13.32%
3 Healthcare 10.99%
4 Consumer Discretionary 9.93%
5 Communication Services 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
801
$10.5M 0.01%
196,179
-1,887
802
$10.5M 0.01%
89,194
-153,537
803
$10.5M 0.01%
198,202
+143,041
804
$10.5M 0.01%
95,408
+76,657
805
$10.5M 0.01%
1,041,054
+597,256
806
$10.4M 0.01%
897,172
+733,201
807
$10.4M 0.01%
219,392
-258,586
808
$10.4M 0.01%
292,294
-119,546
809
$10.3M 0.01%
375,443
-1,562,335
810
$10.3M 0.01%
143,864
-65,325
811
$10.2M 0.01%
1,944,546
-185,432
812
$10.2M 0.01%
96,536
-102,714
813
$10.1M 0.01%
473,454
+457,145
814
$10.1M 0.01%
149,000
815
$10M 0.01%
208,844
-214,075
816
$9.99M 0.01%
694,274
+636,155
817
$9.98M 0.01%
524,270
-121,203
818
$9.93M 0.01%
24,772
+4,415
819
$9.9M 0.01%
114,264
-81,796
820
$9.89M 0.01%
251,148
+45,576
821
$9.83M 0.01%
299,165
+160,701
822
$9.82M 0.01%
256,451
+34,529
823
$9.82M 0.01%
78,319
-27,049
824
$9.77M 0.01%
1,220,130
+863,070
825
$9.76M 0.01%
1,101,311
+547,355