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
1526
$1.03M ﹤0.01%
7,638
+1,239
1527
$1.03M ﹤0.01%
49,247
+11,701
1528
$1.03M ﹤0.01%
9,363
-60,058
1529
$1.03M ﹤0.01%
32,268
-2,937
1530
$1.03M ﹤0.01%
105,900
+70,625
1531
$1.03M ﹤0.01%
11,642
+11,133
1532
$1.03M ﹤0.01%
15,318
-1,187
1533
$1.03M ﹤0.01%
1,146
+1,086
1534
$1.03M ﹤0.01%
14,836
+10,780
1535
$1.02M ﹤0.01%
18,301
+4,692
1536
$1.02M ﹤0.01%
64,023
-129,082
1537
$1.02M ﹤0.01%
8,233
+8,105
1538
$1.02M ﹤0.01%
64,598
-77,839
1539
$1.02M ﹤0.01%
27,475
+8,090
1540
$1.01M ﹤0.01%
61,118
+18,696
1541
$1.01M ﹤0.01%
24,563
-4,852
1542
$1.01M ﹤0.01%
90,987
+20,121
1543
$1.01M ﹤0.01%
45,393
-194,167
1544
$1.01M ﹤0.01%
56,080
-9,343
1545
$1.01M ﹤0.01%
113,876
+96,019
1546
$1.01M ﹤0.01%
17,104
-177,686
1547
$1.01M ﹤0.01%
27,517
-11,639
1548
$1M ﹤0.01%
12,448
-12,130
1549
$1M ﹤0.01%
28,057
-4,755
1550
$1M ﹤0.01%
46,657
+36,384