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
1301
$1.62M ﹤0.01%
34,988
-9,826
1302
$1.62M ﹤0.01%
48,575
-6,133
1303
$1.61M ﹤0.01%
31,705
+10,310
1304
$1.61M ﹤0.01%
18,658
-6,941
1305
$1.61M ﹤0.01%
55,676
-41,067
1306
$1.6M ﹤0.01%
45,110
-30,912
1307
$1.6M ﹤0.01%
18,593
-15,671
1308
$1.6M ﹤0.01%
70,042
-57,617
1309
$1.59M ﹤0.01%
14,813
-1,597
1310
$1.58M ﹤0.01%
79,528
+28,367
1311
$1.58M ﹤0.01%
50,356
+29,591
1312
$1.57M ﹤0.01%
43,820
+20,210
1313
$1.57M ﹤0.01%
88,620
-7,736
1314
$1.56M ﹤0.01%
12,863
-5,460
1315
$1.56M ﹤0.01%
303,415
-122,795
1316
$1.56M ﹤0.01%
11,957
+3,632
1317
$1.55M ﹤0.01%
14,937
-10,992
1318
$1.55M ﹤0.01%
134,079
+1,247
1319
$1.55M ﹤0.01%
39,918
+16,580
1320
$1.55M ﹤0.01%
62,124
+9,454
1321
$1.55M ﹤0.01%
30,622
-4,806
1322
$1.55M ﹤0.01%
27,470
-3,378
1323
$1.54M ﹤0.01%
31,134
-123,851
1324
$1.54M ﹤0.01%
58,051
-13,092
1325
$1.54M ﹤0.01%
140,800
+139,800