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
$89.9B
AUM Growth
-$34.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,215
New
Increased
Reduced
Closed

Top Buys

1 +$1.04B
2 +$957M
3 +$433M
4
PINS icon
Pinterest
PINS
+$422M
5
CL icon
Colgate-Palmolive
CL
+$396M

Sector Composition

1 Technology 23.46%
2 Financials 13.32%
3 Healthcare 10.99%
4 Consumer Discretionary 9.93%
5 Communication Services 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1326
$2.97M ﹤0.01%
+300,000
1327
$2.96M ﹤0.01%
304,358
+274,358
1328
$2.96M ﹤0.01%
98,657
+75,994
1329
$2.96M ﹤0.01%
54,598
-12,146
1330
$2.96M ﹤0.01%
416,654
+159,283
1331
$2.95M ﹤0.01%
300,156
-19,117
1332
$2.95M ﹤0.01%
79,033
-242,320
1333
$2.94M ﹤0.01%
64,316
+29,579
1334
$2.94M ﹤0.01%
300,000
1335
$2.93M ﹤0.01%
299,322
1336
$2.93M ﹤0.01%
38,912
-131,165
1337
$2.93M ﹤0.01%
36,906
-11,764
1338
$2.92M ﹤0.01%
210,964
-148,328
1339
$2.92M ﹤0.01%
16,685
+5,349
1340
$2.91M ﹤0.01%
292,869
1341
$2.91M ﹤0.01%
25,696
-9,256
1342
$2.9M ﹤0.01%
33,718
-43,815
1343
$2.9M ﹤0.01%
46,498
+1,988
1344
$2.9M ﹤0.01%
49,933
-4,143
1345
$2.9M ﹤0.01%
24,873
-47,017
1346
$2.88M ﹤0.01%
52,425
+732
1347
$2.88M ﹤0.01%
205,565
-20,946
1348
$2.86M ﹤0.01%
28,612
+21,545
1349
$2.85M ﹤0.01%
245,849
-92,381
1350
$2.85M ﹤0.01%
631,447
+630,778