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
1501
$1.07M ﹤0.01%
9,600
-1,804
1502
$1.07M ﹤0.01%
59,342
-87,216
1503
$1.06M ﹤0.01%
16,115
-3,719
1504
$1.06M ﹤0.01%
859
-554
1505
$1.06M ﹤0.01%
22,147
+15,398
1506
$1.06M ﹤0.01%
15,325
-875
1507
$1.06M ﹤0.01%
72,182
+29,266
1508
$1.05M ﹤0.01%
9,755
-19,409
1509
$1.05M ﹤0.01%
28,528
+10,832
1510
$1.05M ﹤0.01%
13,906
-1,123
1511
$1.05M ﹤0.01%
103,525
-10,748
1512
$1.05M ﹤0.01%
78,129
+54,539
1513
$1.05M ﹤0.01%
175,782
+19,131
1514
$1.05M ﹤0.01%
20,791
+13,600
1515
$1.04M ﹤0.01%
53,163
+37,790
1516
$1.04M ﹤0.01%
56,192
+21,099
1517
$1.04M ﹤0.01%
11,847
+9,828
1518
$1.04M ﹤0.01%
14,778
+8,840
1519
$1.04M ﹤0.01%
8,014
+4,552
1520
$1.04M ﹤0.01%
28,653
-9,273
1521
$1.04M ﹤0.01%
16,314
-1,287
1522
$1.04M ﹤0.01%
+20,699
1523
$1.04M ﹤0.01%
55,274
+30,380
1524
$1.04M ﹤0.01%
22,491
-159
1525
$1.03M ﹤0.01%
123,811
+14,293