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
$90.4B
AUM Growth
+$458M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,075
New
Increased
Reduced
Closed

Top Buys

1 +$1.44B
2 +$556M
3 +$433M
4
JNJ icon
Johnson & Johnson
JNJ
+$349M
5
AMZN icon
Amazon
AMZN
+$340M

Top Sells

1 +$873M
2 +$799M
3 +$602M
4
PANW icon
Palo Alto Networks
PANW
+$574M
5
IYR icon
iShares US Real Estate ETF
IYR
+$405M

Sector Composition

1 Technology 23.66%
2 Financials 13.96%
3 Healthcare 12.61%
4 Consumer Discretionary 11.04%
5 Communication Services 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1726
$1.67M ﹤0.01%
40,959
+12,758
1727
$1.67M ﹤0.01%
25,403
+16,474
1728
$1.66M ﹤0.01%
44,358
+17,715
1729
$1.66M ﹤0.01%
44,846
+2,514
1730
$1.66M ﹤0.01%
35,128
-12,108
1731
$1.66M ﹤0.01%
81,200
-31,090
1732
$1.66M ﹤0.01%
79,101
-148,799
1733
$1.65M ﹤0.01%
167,982
+23,300
1734
$1.65M ﹤0.01%
81,040
+37,236
1735
$1.64M ﹤0.01%
51,621
+11,125
1736
$1.64M ﹤0.01%
91,467
-19,203
1737
$1.64M ﹤0.01%
17,705
1738
$1.64M ﹤0.01%
22,277
+9,415
1739
$1.64M ﹤0.01%
36,776
+15,985
1740
$1.63M ﹤0.01%
13,635
-25,135
1741
$1.63M ﹤0.01%
21,550
-1,359
1742
$1.63M ﹤0.01%
62,414
+19,602
1743
$1.62M ﹤0.01%
84,575
-29,389
1744
$1.61M ﹤0.01%
+152,261
1745
$1.61M ﹤0.01%
16,574
-2,259
1746
$1.61M ﹤0.01%
10,631
-1,242
1747
$1.6M ﹤0.01%
109,118
+21,480
1748
$1.6M ﹤0.01%
53,870
+5,963
1749
$1.59M ﹤0.01%
16,912
-76,759
1750
$1.59M ﹤0.01%
31,130
-15,546