Barclays

Barclays Portfolio holdings

AUM $249B
1-Year Est. Return 25.39%
 

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
+25.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$43.2B
AUM Growth
-$2.82B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,483
New
Increased
Reduced
Closed

Top Buys

1 +$2.93B
2 +$297M
3 +$219M
4
JNJ icon
Johnson & Johnson
JNJ
+$210M
5
MCHI icon
iShares MSCI China ETF
MCHI
+$207M

Top Sells

1 +$1.2B
2 +$484M
3 +$333M
4
T icon
AT&T
T
+$279M
5
LO
LORILLARD INC COM STK
LO
+$255M

Sector Composition

1 Healthcare 13.66%
2 Technology 10.17%
3 Financials 7.75%
4 Energy 6.56%
5 Industrials 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1476
$874K ﹤0.01%
32,334
-12,642
1477
$867K ﹤0.01%
+54,230
1478
$863K ﹤0.01%
30,845
-1,760
1479
$862K ﹤0.01%
39,255
-7,119
1480
$861K ﹤0.01%
53,780
-1,904
1481
$860K ﹤0.01%
23,270
+21,756
1482
$858K ﹤0.01%
77,984
+18,507
1483
$857K ﹤0.01%
57,137
+56,306
1484
$855K ﹤0.01%
24,647
-9,039
1485
$854K ﹤0.01%
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+1,431
1486
$854K ﹤0.01%
37,091
+9,880
1487
$853K ﹤0.01%
37,068
+35,820
1488
$853K ﹤0.01%
47,430
+46,182
1489
$851K ﹤0.01%
106,432
+7,984
1490
$849K ﹤0.01%
21,770
-17,538
1491
$848K ﹤0.01%
8,937
-5,989
1492
$846K ﹤0.01%
44,570
+30,610
1493
$845K ﹤0.01%
16,911
+5,275
1494
$844K ﹤0.01%
52,767
+50,000
1495
$844K ﹤0.01%
60,259
-21,514
1496
$843K ﹤0.01%
+21,549
1497
$839K ﹤0.01%
167,820
-33,351
1498
$836K ﹤0.01%
22,011
+1,158
1499
$836K ﹤0.01%
10,309
+468
1500
$832K ﹤0.01%
103,953
-148,711