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
1251
$1.82M ﹤0.01%
148,656
+135,490
1252
$1.82M ﹤0.01%
110,805
-25,139
1253
$1.81M ﹤0.01%
69,658
+39,837
1254
$1.8M ﹤0.01%
64,819
+12,196
1255
$1.8M ﹤0.01%
677,688
-1,940,560
1256
$1.79M ﹤0.01%
22,817
+3,760
1257
$1.78M ﹤0.01%
25,936
+9,306
1258
$1.78M ﹤0.01%
15,046
+9,375
1259
$1.78M ﹤0.01%
127,021
-347,983
1260
$1.77M ﹤0.01%
180,261
+71,589
1261
$1.77M ﹤0.01%
55,621
-18,989
1262
$1.77M ﹤0.01%
87,381
-10,666
1263
$1.76M ﹤0.01%
54,640
-90,322
1264
$1.76M ﹤0.01%
74,970
+12,015
1265
$1.75M ﹤0.01%
170,417
+21,669
1266
$1.74M ﹤0.01%
57,240
-4,935
1267
$1.74M ﹤0.01%
42,365
+12,798
1268
$1.74M ﹤0.01%
24,263
-9,964
1269
$1.73M ﹤0.01%
21,002
-94,140
1270
$1.72M ﹤0.01%
72,715
+2,213
1271
$1.72M ﹤0.01%
43,260
-2,925
1272
$1.72M ﹤0.01%
64,319
+8,938
1273
$1.71M ﹤0.01%
1,354,745
-1,256,029
1274
$1.71M ﹤0.01%
37,867
-162,484
1275
$1.71M ﹤0.01%
30,380
-11,264