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
1476
$1.13M ﹤0.01%
10,758
-2,934
1477
$1.12M ﹤0.01%
31,820
+233
1478
$1.11M ﹤0.01%
112,863
+667
1479
$1.11M ﹤0.01%
13,548
-284
1480
$1.1M ﹤0.01%
69,900
+68,805
1481
$1.1M ﹤0.01%
12,388
-3,080
1482
$1.1M ﹤0.01%
20,399
+4,085
1483
$1.1M ﹤0.01%
92,741
+85,441
1484
$1.1M ﹤0.01%
15,960
-7,112
1485
$1.1M ﹤0.01%
22,556
+14,867
1486
$1.1M ﹤0.01%
215,726
+21,523
1487
$1.1M ﹤0.01%
22,829
+456
1488
$1.09M ﹤0.01%
10,348
+9,887
1489
$1.09M ﹤0.01%
21,663
-2,059
1490
$1.09M ﹤0.01%
17,043
+4,959
1491
$1.09M ﹤0.01%
22,271
-4,613
1492
$1.08M ﹤0.01%
45,799
+42,401
1493
$1.08M ﹤0.01%
27,264
+3,457
1494
$1.08M ﹤0.01%
72,808
-8,714
1495
$1.08M ﹤0.01%
7,079
+6,159
1496
$1.08M ﹤0.01%
19,373
-14,796
1497
$1.08M ﹤0.01%
12,869
+9,733
1498
$1.08M ﹤0.01%
43,104
-45,066
1499
$1.08M ﹤0.01%
11,698
+11,694
1500
$1.07M ﹤0.01%
40,185
+31,056