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
1276
$2.01M ﹤0.01%
100,308
+20
1277
$2M ﹤0.01%
34,558
-13,917
1278
$2M ﹤0.01%
250,530
-44,400
1279
$2M ﹤0.01%
50,029
+7,249
1280
$2M ﹤0.01%
81,004
-84,495
1281
$1.99M ﹤0.01%
66,337
-38,436
1282
$1.99M ﹤0.01%
79,396
+75,249
1283
$1.97M ﹤0.01%
27,454
+25,244
1284
$1.97M ﹤0.01%
28,995
-126,113
1285
$1.96M ﹤0.01%
35,064
-4,463
1286
$1.96M ﹤0.01%
245,274
+39,295
1287
$1.96M ﹤0.01%
52,959
-52,924
1288
$1.95M ﹤0.01%
10,543
-1,801
1289
$1.95M ﹤0.01%
27,023
+5,166
1290
$1.94M ﹤0.01%
43,201
+29,507
1291
$1.94M ﹤0.01%
128,388
-1,129
1292
$1.94M ﹤0.01%
62,618
+40,137
1293
$1.94M ﹤0.01%
57,076
+39,266
1294
$1.92M ﹤0.01%
6,166
+4,281
1295
$1.92M ﹤0.01%
19,003
+15,081
1296
$1.9M ﹤0.01%
158,508
+103,827
1297
$1.9M ﹤0.01%
25,380
+21,763
1298
$1.9M ﹤0.01%
190,099
+170,640
1299
$1.9M ﹤0.01%
114,976
-31,432
1300
$1.9M ﹤0.01%
67,765
-129,079