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
826
$9.68M 0.01%
339,717
-51,403
827
$9.66M 0.01%
+1,066,177
828
$9.64M 0.01%
138,078
+45,984
829
$9.59M 0.01%
+200,000
830
$9.56M 0.01%
105,425
+16,093
831
$9.54M 0.01%
122,055
-259,283
832
$9.54M 0.01%
+197,500
833
$9.53M 0.01%
40,972
-8,346
834
$9.47M 0.01%
93,671
+2,400
835
$9.47M 0.01%
123,413
-65,464
836
$9.42M 0.01%
619,840
+29,802
837
$9.4M 0.01%
3,357,208
+2,744,625
838
$9.39M 0.01%
167,222
+47,500
839
$9.35M 0.01%
37,757
-18,618
840
$9.33M 0.01%
152,146
+12,654
841
$9.28M 0.01%
43,720
+18,818
842
$9.24M 0.01%
145,578
-127,436
843
$9.21M 0.01%
45,510
-12,013
844
$9.21M 0.01%
950,000
845
$9.2M 0.01%
73,415
+25,007
846
$9.18M 0.01%
286,055
+175,476
847
$9.17M 0.01%
139,942
-50,274
848
$9.1M 0.01%
262,416
+127,930
849
$9.07M 0.01%
909,183
+119,602
850
$9.07M 0.01%
819,340
+17,823