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
$33.7B
AUM Growth
-$3.77B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,455
New
Increased
Reduced
Closed

Top Buys

1 +$384M
2 +$370M
3 +$255M
4
BHC icon
Bausch Health
BHC
+$246M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$194M

Top Sells

1 +$4.4B
2 +$591M
3 +$389M
4
DD icon
DuPont de Nemours
DD
+$348M
5
HCC
HCC INSURANCES HOLDINGS INC
HCC
+$237M

Sector Composition

1 Healthcare 12.5%
2 Technology 11.94%
3 Financials 11.31%
4 Communication Services 7.76%
5 Energy 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1576
$551K ﹤0.01%
3
1577
$550K ﹤0.01%
34,413
-2,265
1578
$550K ﹤0.01%
13,103
-8,800
1579
$549K ﹤0.01%
34,274
-33,321
1580
$549K ﹤0.01%
11,442
-13,609
1581
$544K ﹤0.01%
30,204
-121,560
1582
$539K ﹤0.01%
540,998
+81,928
1583
$538K ﹤0.01%
6,108
-4,637
1584
$538K ﹤0.01%
17,933
+1,376
1585
$537K ﹤0.01%
33,575
+10,504
1586
$537K ﹤0.01%
24,372
+72
1587
$537K ﹤0.01%
19,177
+13,862
1588
$534K ﹤0.01%
4,811
+2,941
1589
$533K ﹤0.01%
10,650
+5,980
1590
$532K ﹤0.01%
18,351
-17,496
1591
$531K ﹤0.01%
+13,969
1592
$527K ﹤0.01%
7,323
+5,576
1593
$526K ﹤0.01%
20,225
-13,819
1594
$526K ﹤0.01%
5,156
-5,676
1595
$526K ﹤0.01%
19,459
+2,383
1596
$524K ﹤0.01%
8,051
+3,671
1597
$523K ﹤0.01%
12,179
+11,831
1598
$523K ﹤0.01%
9,320
-26,404
1599
$522K ﹤0.01%
58,029
-10,922
1600
$521K ﹤0.01%
65,100
-8,635