Barclays

Barclays Portfolio holdings

AUM $249B
1-Year Est. Return 25.39%
 

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
+25.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$68.8B
AUM Growth
+$12.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,762
New
Increased
Reduced
Closed

Top Sells

1 +$431M
2 +$223M
3 +$213M
4
HAL icon
Halliburton
HAL
+$211M
5
BMY icon
Bristol-Myers Squibb
BMY
+$204M

Sector Composition

1 Technology 17.28%
2 Financials 11.91%
3 Healthcare 11.8%
4 Consumer Discretionary 10.58%
5 Industrials 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1201
$3.95M 0.01%
185,928
+131,388
1202
$3.94M 0.01%
118,241
+61,416
1203
$3.94M 0.01%
69,299
+25,547
1204
$3.94M 0.01%
38,160
+10,866
1205
$3.94M 0.01%
44,673
+14,420
1206
$3.93M 0.01%
47,489
+6,698
1207
$3.93M 0.01%
51,504
+6,533
1208
$3.93M 0.01%
53,756
+11,695
1209
$3.92M 0.01%
71,686
+28,696
1210
$3.91M 0.01%
149,978
+53,420
1211
$3.9M 0.01%
+80,000
1212
$3.9M 0.01%
+67,400
1213
$3.89M 0.01%
72,066
+44,120
1214
$3.89M 0.01%
19,368
+9,572
1215
$3.88M 0.01%
49,925
+14,842
1216
$3.88M 0.01%
36,470
+25,453
1217
$3.88M 0.01%
152,458
+83,603
1218
$3.88M 0.01%
69,642
+34,057
1219
$3.87M 0.01%
51,865
+27,209
1220
$3.87M 0.01%
239,404
+182,898
1221
$3.87M 0.01%
75,036
+61,681
1222
$3.87M 0.01%
28,235
+16,619
1223
$3.87M 0.01%
90,218
+32,444
1224
$3.86M 0.01%
46,837
+16,070
1225
$3.86M 0.01%
46,940
+27,119