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
$42.6B
AUM Growth
-$1.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,397
New
Increased
Reduced
Closed

Top Buys

1 +$649M
2 +$353M
3 +$135M
4
HAL icon
Halliburton
HAL
+$135M
5
DOV icon
Dover
DOV
+$119M

Top Sells

1 +$3.73B
2 +$709M
3 +$468M
4
RAI
Reynolds American Inc
RAI
+$293M
5
GILD icon
Gilead Sciences
GILD
+$261M

Sector Composition

1 Technology 14.19%
2 Healthcare 11.67%
3 Financials 10.34%
4 Consumer Discretionary 9.34%
5 Communication Services 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1051
$2.75M ﹤0.01%
26,556
-1,767
1052
$2.74M ﹤0.01%
18,656
+961
1053
$2.74M ﹤0.01%
23,315
-4,279
1054
$2.73M ﹤0.01%
50,218
+25,023
1055
$2.72M ﹤0.01%
72,825
+36,482
1056
$2.72M ﹤0.01%
109,605
-17,834
1057
$2.71M ﹤0.01%
638,404
+31,900
1058
$2.71M ﹤0.01%
33,011
+12,829
1059
$2.71M ﹤0.01%
+209,444
1060
$2.7M ﹤0.01%
134,182
+90,890
1061
$2.7M ﹤0.01%
29,986
-9,286
1062
$2.7M ﹤0.01%
119,505
-37
1063
$2.69M ﹤0.01%
119,444
+66,920
1064
$2.69M ﹤0.01%
268,336
+261,539
1065
$2.67M ﹤0.01%
85,120
-929
1066
$2.66M ﹤0.01%
14,712
+3,924
1067
$2.63M ﹤0.01%
40,939
-33,913
1068
$2.63M ﹤0.01%
100,917
+83,101
1069
$2.62M ﹤0.01%
34,032
-16,283
1070
$2.62M ﹤0.01%
117,332
-133,174
1071
$2.61M ﹤0.01%
23,172
-8,731
1072
$2.61M ﹤0.01%
79,922
-10,117
1073
$2.6M ﹤0.01%
34,207
+4,944
1074
$2.6M ﹤0.01%
3,030
+45
1075
$2.58M ﹤0.01%
64,604
-20,661