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
$55.4B
AUM Growth
+$14B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,657
New
Increased
Reduced
Closed

Top Buys

1 +$3.38B
2 +$685M
3 +$497M
4
BHC icon
Bausch Health
BHC
+$314M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$299M

Top Sells

1 +$418M
2 +$243M
3 +$193M
4
SO icon
Southern Company
SO
+$163M
5
DELL
DELL INC
DELL
+$150M

Sector Composition

1 Healthcare 9.19%
2 Financials 9.09%
3 Technology 8.22%
4 Consumer Discretionary 6.37%
5 Energy 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1226
$2.69M ﹤0.01%
206,320
+3,570
1227
$2.68M ﹤0.01%
95,649
-623
1228
$2.67M ﹤0.01%
157,288
+40,400
1229
$2.67M ﹤0.01%
127,931
+53,773
1230
$2.67M ﹤0.01%
28,384
+6,578
1231
$2.66M ﹤0.01%
139,905
+24,584
1232
$2.65M ﹤0.01%
69,684
+27,284
1233
$2.64M ﹤0.01%
48,963
-63,293
1234
$2.62M ﹤0.01%
33,549
-9,035
1235
$2.6M ﹤0.01%
764,770
+412,200
1236
$2.6M ﹤0.01%
+30,942
1237
$2.59M ﹤0.01%
465,962
+327,435
1238
$2.58M ﹤0.01%
198,817
+33,726
1239
$2.57M ﹤0.01%
33,372
+9,788
1240
$2.56M ﹤0.01%
102,582
-93,074
1241
$2.56M ﹤0.01%
39,010
+12,279
1242
$2.56M ﹤0.01%
82,480
-46,318
1243
$2.56M ﹤0.01%
319,478
+121,243
1244
$2.54M ﹤0.01%
85,812
+8,924
1245
$2.53M ﹤0.01%
117,154
-124,533
1246
$2.52M ﹤0.01%
48,515
+32,396
1247
$2.52M ﹤0.01%
53,451
+53,412
1248
$2.52M ﹤0.01%
51,408
+133
1249
$2.52M ﹤0.01%
45,778
-2,261
1250
$2.52M ﹤0.01%
+61,376