Barclays

Barclays Portfolio holdings

AUM $249B
1-Year Est. Return 25.39%
 

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
+25.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$68.8B
AUM Growth
+$12.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,762
New
Increased
Reduced
Closed

Top Sells

1 +$431M
2 +$223M
3 +$213M
4
HAL icon
Halliburton
HAL
+$211M
5
BMY icon
Bristol-Myers Squibb
BMY
+$204M

Sector Composition

1 Technology 17.28%
2 Financials 11.91%
3 Healthcare 11.8%
4 Consumer Discretionary 10.58%
5 Industrials 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1776
$1.92M ﹤0.01%
52,905
+21,757
1777
$1.92M ﹤0.01%
66,740
+44,041
1778
$1.92M ﹤0.01%
38,627
-21,867
1779
$1.92M ﹤0.01%
+30,000
1780
$1.92M ﹤0.01%
29,106
-64,147
1781
$1.92M ﹤0.01%
8,327
-1,957
1782
$1.91M ﹤0.01%
63,196
+26,735
1783
$1.91M ﹤0.01%
29,385
+6,840
1784
$1.91M ﹤0.01%
131,636
-1,379,562
1785
$1.91M ﹤0.01%
4,355
-1,668
1786
$1.9M ﹤0.01%
81,387
+44,837
1787
$1.9M ﹤0.01%
54,033
+31,305
1788
$1.9M ﹤0.01%
128,557
-55,205
1789
$1.89M ﹤0.01%
802
+469
1790
$1.89M ﹤0.01%
116,121
+51,176
1791
$1.89M ﹤0.01%
106,461
+78,596
1792
$1.89M ﹤0.01%
116,742
+80,065
1793
$1.88M ﹤0.01%
78,122
+75,543
1794
$1.88M ﹤0.01%
55,909
+47,645
1795
$1.87M ﹤0.01%
40,668
+34,218
1796
$1.87M ﹤0.01%
+50,000
1797
$1.87M ﹤0.01%
74,038
+46,607
1798
$1.87M ﹤0.01%
233,402
+98,142
1799
$1.86M ﹤0.01%
79,817
+40,556
1800
$1.86M ﹤0.01%
102,657
-755,774