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
$89.9B
AUM Growth
-$34.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,215
New
Increased
Reduced
Closed

Top Buys

1 +$1.04B
2 +$957M
3 +$433M
4
PINS icon
Pinterest
PINS
+$422M
5
CL icon
Colgate-Palmolive
CL
+$396M

Sector Composition

1 Technology 23.46%
2 Financials 13.32%
3 Healthcare 10.99%
4 Consumer Discretionary 9.93%
5 Communication Services 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1726
$1.48M ﹤0.01%
147,898
1727
$1.48M ﹤0.01%
115,040
-180,342
1728
$1.47M ﹤0.01%
53,725
-40,262
1729
$1.46M ﹤0.01%
87,638
-35,437
1730
$1.46M ﹤0.01%
149,200
1731
$1.46M ﹤0.01%
37,153
-5,446
1732
$1.46M ﹤0.01%
16,772
-226,267
1733
$1.46M ﹤0.01%
47,570
+7,762
1734
$1.46M ﹤0.01%
48,941
-5,374
1735
$1.45M ﹤0.01%
47,780
+22,750
1736
$1.45M ﹤0.01%
25,720
-24,810
1737
$1.45M ﹤0.01%
25,753
+5,984
1738
$1.44M ﹤0.01%
4,416
+1,693
1739
$1.44M ﹤0.01%
146,794
-50,000
1740
$1.44M ﹤0.01%
45,503
+23,569
1741
$1.44M ﹤0.01%
144,871
1742
$1.44M ﹤0.01%
18,209
+17,838
1743
$1.44M ﹤0.01%
39,037
-14,337
1744
$1.43M ﹤0.01%
8,031
+2,005
1745
$1.43M ﹤0.01%
36,913
+4,534
1746
$1.43M ﹤0.01%
18,760
1747
$1.43M ﹤0.01%
49,490
-17,556
1748
$1.43M ﹤0.01%
49,926
+2,720
1749
$1.43M ﹤0.01%
11,941
-1,773
1750
$1.43M ﹤0.01%
126,301
+125,734