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
$124B
AUM Growth
-$39.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,969
New
Increased
Reduced
Closed

Top Buys

1 +$1.74B
2 +$760M
3 +$429M
4
STLA icon
Stellantis
STLA
+$372M
5
CERN
Cerner Corp
CERN
+$304M

Top Sells

1 +$1.85B
2 +$1.75B
3 +$1.22B
4
AMZN icon
Amazon
AMZN
+$1.04B
5
IYR icon
iShares US Real Estate ETF
IYR
+$924M

Sector Composition

1 Technology 22.69%
2 Financials 14.86%
3 Healthcare 10.55%
4 Consumer Discretionary 9.98%
5 Communication Services 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1551
$2.57M ﹤0.01%
43,374
-27,517
1552
$2.57M ﹤0.01%
96,490
-17,143
1553
$2.56M ﹤0.01%
18,195
-5,696
1554
$2.56M ﹤0.01%
88,444
-28,072
1555
$2.56M ﹤0.01%
53,043
-11,301
1556
$2.55M ﹤0.01%
+260,000
1557
$2.55M ﹤0.01%
36,721
-21,427
1558
$2.53M ﹤0.01%
+255,681
1559
$2.53M ﹤0.01%
93,542
-55,152
1560
$2.53M ﹤0.01%
112,439
-60,638
1561
$2.53M ﹤0.01%
35,586
+25,409
1562
$2.53M ﹤0.01%
+257,100
1563
$2.52M ﹤0.01%
62,664
-5,904
1564
$2.52M ﹤0.01%
+2,778
1565
$2.52M ﹤0.01%
61,750
-40,872
1566
$2.51M ﹤0.01%
11,399
+3,341
1567
$2.51M ﹤0.01%
+168,826
1568
$2.51M ﹤0.01%
26,420
-10,023
1569
$2.51M ﹤0.01%
50,530
-31,640
1570
$2.51M ﹤0.01%
35,177
-78,112
1571
$2.51M ﹤0.01%
21,991
+3,932
1572
$2.5M ﹤0.01%
79,754
-55,674
1573
$2.5M ﹤0.01%
29,576
-983
1574
$2.5M ﹤0.01%
+250,000
1575
$2.5M ﹤0.01%
56,303
-25,681