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
1676
$763K ﹤0.01%
20,625
+7,742
1677
$762K ﹤0.01%
58,538
-9,080
1678
$759K ﹤0.01%
82,553
+67,707
1679
$759K ﹤0.01%
282,437
1680
$759K ﹤0.01%
35,650
-165,992
1681
$758K ﹤0.01%
8,880
+8,350
1682
$757K ﹤0.01%
9,761
-8,398
1683
$756K ﹤0.01%
5,523
+653
1684
$753K ﹤0.01%
9,252
+1,621
1685
$752K ﹤0.01%
13,089
-19,856
1686
$748K ﹤0.01%
16,197
+1,942
1687
$745K ﹤0.01%
13,139
+12,969
1688
$744K ﹤0.01%
16,682
+11,469
1689
$744K ﹤0.01%
28,545
-3,602
1690
$741K ﹤0.01%
14,123
-118,770
1691
$740K ﹤0.01%
22,838
-9,367
1692
$739K ﹤0.01%
+753
1693
$732K ﹤0.01%
8,729
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1694
$732K ﹤0.01%
3,612
-1,569
1695
$730K ﹤0.01%
12,460
+5,003
1696
$729K ﹤0.01%
36,699
+26,290
1697
$727K ﹤0.01%
23,316
+5,694
1698
$725K ﹤0.01%
14,504
-14,724
1699
$717K ﹤0.01%
+27,000
1700
$716K ﹤0.01%
10,700
-10,850