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
$33.7B
AUM Growth
-$3.77B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,455
New
Increased
Reduced
Closed

Top Buys

1 +$384M
2 +$370M
3 +$255M
4
BHC icon
Bausch Health
BHC
+$246M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$194M

Top Sells

1 +$4.4B
2 +$591M
3 +$389M
4
DD icon
DuPont de Nemours
DD
+$348M
5
HCC
HCC INSURANCES HOLDINGS INC
HCC
+$237M

Sector Composition

1 Healthcare 12.5%
2 Technology 11.94%
3 Financials 11.31%
4 Communication Services 7.76%
5 Energy 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1276
$1.07M ﹤0.01%
26,731
+7,737
1277
$1.07M ﹤0.01%
19,413
+19,262
1278
$1.06M ﹤0.01%
26,586
-45,523
1279
$1.06M ﹤0.01%
45,588
+8,672
1280
$1.05M ﹤0.01%
17,497
-56,647
1281
$1.05M ﹤0.01%
22,735
+2,119
1282
$1.04M ﹤0.01%
26,129
+1,122
1283
$1.04M ﹤0.01%
69,541
+44,528
1284
$1.04M ﹤0.01%
+57,900
1285
$1.04M ﹤0.01%
57,877
+13,024
1286
$1.04M ﹤0.01%
13,500
+13,404
1287
$1.04M ﹤0.01%
6,540
-6,322
1288
$1.04M ﹤0.01%
34,060
-17,116
1289
$1.04M ﹤0.01%
3,452
-8,869
1290
$1.03M ﹤0.01%
37,255
-44,625
1291
$1.03M ﹤0.01%
18,474
-3,193
1292
$1.03M ﹤0.01%
86,094
-1,427
1293
$1.02M ﹤0.01%
8,324
-12,574
1294
$1.02M ﹤0.01%
255,089
+123,753
1295
$1.02M ﹤0.01%
25,486
-5,516
1296
$1.02M ﹤0.01%
38,747
+12,799
1297
$1.01M ﹤0.01%
29,803
+2,052
1298
$1.01M ﹤0.01%
63,289
-107,556
1299
$1.01M ﹤0.01%
45,903
+15,932
1300
$1.01M ﹤0.01%
28,014
+15,398