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
1001
$4.03M 0.01%
61,397
-8,559
1002
$4.01M 0.01%
459,660
+17,098
1003
$4.01M 0.01%
37,451
-15,751
1004
$4M 0.01%
50,000
-50,000
1005
$4M 0.01%
333,071
+275,102
1006
$3.98M 0.01%
209,120
-138,501
1007
$3.97M 0.01%
180,649
+152,403
1008
$3.94M 0.01%
70,410
+15,680
1009
$3.9M 0.01%
95,122
-119,852
1010
$3.88M 0.01%
323,678
-17,874
1011
$3.87M 0.01%
148,971
+3,291
1012
$3.87M 0.01%
84,122
-16,016
1013
$3.87M 0.01%
104,549
-2,122
1014
$3.87M 0.01%
276,011
+122,607
1015
$3.86M 0.01%
214,556
+213,671
1016
$3.86M 0.01%
82,092
+30,140
1017
$3.86M 0.01%
116,851
-1,235
1018
$3.85M 0.01%
32,671
-44,958
1019
$3.85M 0.01%
77,070
-24,730
1020
$3.85M 0.01%
77,031
-87,698
1021
$3.83M 0.01%
139,905
-22,325
1022
$3.83M 0.01%
135,487
+18,333
1023
$3.83M 0.01%
61,867
+52,770
1024
$3.83M 0.01%
239,349
-393,781
1025
$3.83M 0.01%
63,790
+32,848