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
1176
$2.1M ﹤0.01%
72,353
+38,157
1177
$2.1M ﹤0.01%
39,504
+9,976
1178
$2.09M ﹤0.01%
57,918
-1,007
1179
$2.08M ﹤0.01%
144,689
+122,288
1180
$2.08M ﹤0.01%
42,483
-41,115
1181
$2.08M ﹤0.01%
68,385
+50,031
1182
$2.08M ﹤0.01%
109,385
-71,210
1183
$2.08M ﹤0.01%
149,867
-5,988
1184
$2.08M ﹤0.01%
59,167
-43,150
1185
$2.08M ﹤0.01%
96,581
+29,053
1186
$2.08M ﹤0.01%
+11,064
1187
$2.07M ﹤0.01%
49,264
-21,646
1188
$2.07M ﹤0.01%
698,087
+421,600
1189
$2.06M ﹤0.01%
85,504
+6,304
1190
$2.06M ﹤0.01%
62,924
+613
1191
$2.06M ﹤0.01%
132,075
-50,786
1192
$2.06M ﹤0.01%
51,152
-10,596
1193
$2.06M ﹤0.01%
36,697
+11,274
1194
$2.05M ﹤0.01%
33,476
+13,285
1195
$2.05M ﹤0.01%
77,979
+28,042
1196
$2.05M ﹤0.01%
21,688
-6,014
1197
$2.04M ﹤0.01%
152,386
+46,100
1198
$2.04M ﹤0.01%
42,932
-25,077
1199
$2.04M ﹤0.01%
112,687
+76,305
1200
$2.03M ﹤0.01%
122,640
-22,815