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
$50.1B
AUM Growth
-$5.25B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,669
New
Increased
Reduced
Closed

Top Buys

1 +$391M
2 +$370M
3 +$359M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$269M
5
GILD icon
Gilead Sciences
GILD
+$242M

Top Sells

1 +$3.08B
2 +$425M
3 +$329M
4
WFC icon
Wells Fargo
WFC
+$237M
5
VOD icon
Vodafone
VOD
+$217M

Sector Composition

1 Healthcare 10.21%
2 Technology 8.33%
3 Financials 7.8%
4 Communication Services 6.71%
5 Real Estate 6.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1251
$2.15M ﹤0.01%
46,634
-8,778
1252
$2.14M ﹤0.01%
53,588
+47,400
1253
$2.14M ﹤0.01%
711,936
+241,309
1254
$2.13M ﹤0.01%
40,484
-4,846
1255
$2.12M ﹤0.01%
45,058
-20,403
1256
$2.11M ﹤0.01%
25,450
+4,642
1257
$2.11M ﹤0.01%
91,701
-753,751
1258
$2.1M ﹤0.01%
8,917
-2,381
1259
$2.09M ﹤0.01%
48,976
-163,898
1260
$2.09M ﹤0.01%
40,934
+2,781
1261
$2.08M ﹤0.01%
27,101
+812
1262
$2.08M ﹤0.01%
29,694
-48,174
1263
$2.08M ﹤0.01%
148,350
-131,826
1264
$2.07M ﹤0.01%
129,430
+42,960
1265
$2.07M ﹤0.01%
14,869
-27,593
1266
$2.06M ﹤0.01%
21,262
+14,212
1267
$2.06M ﹤0.01%
60,164
+23,936
1268
$2.06M ﹤0.01%
30,717
-7,979
1269
$2.06M ﹤0.01%
158,315
+13,210
1270
$2.06M ﹤0.01%
45,638
-436,335
1271
$2.04M ﹤0.01%
35,722
+32,052
1272
$2.02M ﹤0.01%
106,502
+100,271
1273
$2.02M ﹤0.01%
88,009
-45,796
1274
$2.02M ﹤0.01%
106,286
-14,758
1275
$2.01M ﹤0.01%
28,377
+10,562