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
$33.7B
AUM Growth
-$3.77B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,454
New
Increased
Reduced
Closed

Top Buys

1 +$368M
2 +$353M
3 +$244M
4
BHC icon
Bausch Health
BHC
+$221M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$204M

Top Sells

1 +$4.35B
2 +$595M
3 +$377M
4
DD icon
DuPont de Nemours
DD
+$350M
5
HCC
HCC INSURANCES HOLDINGS INC
HCC
+$237M

Sector Composition

1 Healthcare 12.5%
2 Technology 11.94%
3 Financials 11.31%
4 Communication Services 7.76%
5 Energy 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1101
$1.64M ﹤0.01%
19,509
-5,667
1102
$1.63M ﹤0.01%
39,751
+10,609
1103
$1.63M ﹤0.01%
3,411
-1,338
1104
$1.63M ﹤0.01%
180,655
-175,936
1105
$1.63M ﹤0.01%
12,421
+1,440
1106
$1.62M ﹤0.01%
53,961
+15,086
1107
$1.62M ﹤0.01%
35,940
+519
1108
$1.62M ﹤0.01%
64,678
-2,647
1109
$1.61M ﹤0.01%
24,107
-15,806
1110
$1.61M ﹤0.01%
31,545
-47,547
1111
$1.61M ﹤0.01%
51,874
-66,593
1112
$1.61M ﹤0.01%
178,519
+57,819
1113
$1.6M ﹤0.01%
160,120
+137,462
1114
$1.6M ﹤0.01%
88,812
+67,747
1115
$1.59M ﹤0.01%
106,172
-56,825
1116
$1.59M ﹤0.01%
+50,400
1117
$1.59M ﹤0.01%
61,100
-19,272
1118
$1.57M ﹤0.01%
56,158
+52,797
1119
$1.57M ﹤0.01%
7,662
-14,988
1120
$1.57M ﹤0.01%
104,456
+27,838
1121
$1.56M ﹤0.01%
+24,000
1122
$1.56M ﹤0.01%
25,969
+2,260
1123
$1.56M ﹤0.01%
97,322
-95,944
1124
$1.55M ﹤0.01%
50,163
+580
1125
$1.55M ﹤0.01%
19,917
+2,516