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
1751
$351K ﹤0.01%
11,710
+1,221
1752
$350K ﹤0.01%
686,463
+38,039
1753
$347K ﹤0.01%
5,331
-15,726
1754
$347K ﹤0.01%
21,680
+21,396
1755
$347K ﹤0.01%
43,315
-8,958
1756
$347K ﹤0.01%
7,501
+11
1757
$346K ﹤0.01%
4,485
-40,677
1758
$345K ﹤0.01%
11,486
+11,096
1759
$345K ﹤0.01%
24,600
+581
1760
$345K ﹤0.01%
2,302
+2,255
1761
$344K ﹤0.01%
10,758
-2,886,390
1762
$342K ﹤0.01%
56,974
+56,717
1763
$340K ﹤0.01%
11,702
+6,646
1764
$339K ﹤0.01%
37,700
+13,411
1765
$338K ﹤0.01%
28,200
+26,448
1766
$338K ﹤0.01%
11,271
+11,180
1767
$334K ﹤0.01%
+19,613
1768
$334K ﹤0.01%
7,955
-7,259
1769
$332K ﹤0.01%
19,531
-71,699
1770
$330K ﹤0.01%
18,302
-3,434
1771
$328K ﹤0.01%
9,135
-3,098
1772
$328K ﹤0.01%
54,700
+20,741
1773
$327K ﹤0.01%
3,445
-3,979
1774
$325K ﹤0.01%
12,986
1775
$324K ﹤0.01%
8,878
+6,778