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
$55.4B
AUM Growth
+$14B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,657
New
Increased
Reduced
Closed

Top Buys

1 +$3.38B
2 +$685M
3 +$497M
4
BHC icon
Bausch Health
BHC
+$314M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$299M

Top Sells

1 +$418M
2 +$243M
3 +$193M
4
SO icon
Southern Company
SO
+$163M
5
DELL
DELL INC
DELL
+$150M

Sector Composition

1 Healthcare 9.19%
2 Financials 9.09%
3 Technology 8.22%
4 Consumer Discretionary 6.37%
5 Energy 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1526
$1.42M ﹤0.01%
70,825
+10,968
1527
$1.42M ﹤0.01%
117,898
+47,557
1528
$1.41M ﹤0.01%
470,627
+408,767
1529
$1.4M ﹤0.01%
18,458
-5,250
1530
$1.4M ﹤0.01%
19,694
-8,067
1531
$1.39M ﹤0.01%
400
-347
1532
$1.39M ﹤0.01%
+30,769
1533
$1.38M ﹤0.01%
92,351
+15,239
1534
$1.38M ﹤0.01%
1,343
-9,993
1535
$1.38M ﹤0.01%
28,108
+2,431
1536
$1.38M ﹤0.01%
55,103
+26,998
1537
$1.37M ﹤0.01%
181,681
+73,296
1538
$1.37M ﹤0.01%
4,891
+1,413
1539
$1.37M ﹤0.01%
47,185
-2,478
1540
$1.37M ﹤0.01%
50,702
+36,754
1541
$1.37M ﹤0.01%
171,061
+117,377
1542
$1.37M ﹤0.01%
60,776
-96,024
1543
$1.37M ﹤0.01%
45,501
-2,240
1544
$1.36M ﹤0.01%
42,645
+17,464
1545
$1.36M ﹤0.01%
46,925
-24,742
1546
$1.35M ﹤0.01%
30,817
-21,182
1547
$1.35M ﹤0.01%
67,596
-3,872
1548
$1.35M ﹤0.01%
29,377
+704
1549
$1.35M ﹤0.01%
+21,453
1550
$1.35M ﹤0.01%
35,000