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
1351
$1.46M ﹤0.01%
154,100
-32,900
1352
$1.46M ﹤0.01%
15,598
+8,996
1353
$1.46M ﹤0.01%
93,312
-12,762
1354
$1.46M ﹤0.01%
30,891
+9,557
1355
$1.46M ﹤0.01%
147,778
+116,125
1356
$1.46M ﹤0.01%
53,300
1357
$1.46M ﹤0.01%
11,654
+9,306
1358
$1.45M ﹤0.01%
80,247
-128,450
1359
$1.45M ﹤0.01%
10,695
-4,922
1360
$1.44M ﹤0.01%
59,484
+34,528
1361
$1.43M ﹤0.01%
127,420
-67,424
1362
$1.43M ﹤0.01%
48,693
+19,473
1363
$1.43M ﹤0.01%
16,730
-12,997
1364
$1.43M ﹤0.01%
75,726
+71,153
1365
$1.43M ﹤0.01%
29,814
+2,535
1366
$1.42M ﹤0.01%
172,549
+67,530
1367
$1.42M ﹤0.01%
109,022
+18,679
1368
$1.42M ﹤0.01%
40,781
+26,797
1369
$1.41M ﹤0.01%
10,671
+10,400
1370
$1.41M ﹤0.01%
87,381
+31,385
1371
$1.41M ﹤0.01%
20,133
-14,781
1372
$1.41M ﹤0.01%
21,712
-15,777
1373
$1.41M ﹤0.01%
98,542
+67,944
1374
$1.4M ﹤0.01%
131,774
-121,506
1375
$1.4M ﹤0.01%
57,256
+22,361