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
1701
$1.02M ﹤0.01%
17,668
-2,063
1702
$1.02M ﹤0.01%
46,490
+39,980
1703
$1.02M ﹤0.01%
53,804
-21,723
1704
$1.02M ﹤0.01%
+28,449
1705
$1.02M ﹤0.01%
84,960
-21,869
1706
$1.02M ﹤0.01%
16,444
+894
1707
$1.02M ﹤0.01%
63,710
-15,429
1708
$1.01M ﹤0.01%
67,632
-2,262
1709
$1.01M ﹤0.01%
28,955
+26,189
1710
$1.01M ﹤0.01%
19,049
+3,643
1711
$1.01M ﹤0.01%
22,446
-16,050
1712
$1.01M ﹤0.01%
23,453
+12,837
1713
$1.01M ﹤0.01%
54,396
+7,880
1714
$1M ﹤0.01%
43,110
+11,386
1715
$1M ﹤0.01%
20,017
+6,992
1716
$998K ﹤0.01%
+43,373
1717
$997K ﹤0.01%
99,650
-271,668
1718
$996K ﹤0.01%
49,745
+1,260
1719
$993K ﹤0.01%
76,397
+28,932
1720
$991K ﹤0.01%
43,119
+3,278
1721
$988K ﹤0.01%
23,008
-35,637
1722
$986K ﹤0.01%
22,911
+7,984
1723
$983K ﹤0.01%
5,958
-170,925
1724
$977K ﹤0.01%
122,172
+120,802
1725
$975K ﹤0.01%
13,919
+5,587