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
$124B
AUM Growth
-$39.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,969
New
Increased
Reduced
Closed

Top Buys

1 +$1.74B
2 +$760M
3 +$429M
4
STLA icon
Stellantis
STLA
+$372M
5
CERN
Cerner Corp
CERN
+$304M

Top Sells

1 +$1.85B
2 +$1.75B
3 +$1.22B
4
AMZN icon
Amazon
AMZN
+$1.04B
5
IYR icon
iShares US Real Estate ETF
IYR
+$924M

Sector Composition

1 Technology 22.69%
2 Financials 14.86%
3 Healthcare 10.55%
4 Consumer Discretionary 9.98%
5 Communication Services 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1126
$5.47M ﹤0.01%
+546,254
1127
$5.45M ﹤0.01%
+252,382
1128
$5.43M ﹤0.01%
90,145
-55,999
1129
$5.42M ﹤0.01%
29,587
-5,260
1130
$5.4M ﹤0.01%
80,000
1131
$5.33M ﹤0.01%
152,656
-129,215
1132
$5.3M ﹤0.01%
100,008
-45,612
1133
$5.3M ﹤0.01%
+532,400
1134
$5.29M ﹤0.01%
228,257
+63,400
1135
$5.21M ﹤0.01%
+1,501,274
1136
$5.19M ﹤0.01%
204,075
1137
$5.19M ﹤0.01%
61,847
-4,057
1138
$5.18M ﹤0.01%
82,562
-214,116
1139
$5.17M ﹤0.01%
195,000
+130,000
1140
$5.15M ﹤0.01%
3,515
-2,818
1141
$5.14M ﹤0.01%
47,935
-12,188
1142
$5.11M ﹤0.01%
111,770
-158,524
1143
$5.1M ﹤0.01%
1,116,140
+375,801
1144
$5.09M ﹤0.01%
+1,520,819
1145
$5.09M ﹤0.01%
+519,389
1146
$5.09M ﹤0.01%
33,119
-12,187
1147
$5.08M ﹤0.01%
+144,068
1148
$5.06M ﹤0.01%
358,168
-68,991
1149
$5.06M ﹤0.01%
+63,932
1150
$5.05M ﹤0.01%
19,748
+9,887