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
$43.2B
AUM Growth
-$2.82B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,483
New
Increased
Reduced
Closed

Top Buys

1 +$2.93B
2 +$297M
3 +$219M
4
JNJ icon
Johnson & Johnson
JNJ
+$210M
5
MCHI icon
iShares MSCI China ETF
MCHI
+$207M

Top Sells

1 +$1.2B
2 +$484M
3 +$333M
4
T icon
AT&T
T
+$279M
5
LO
LORILLARD INC COM STK
LO
+$255M

Sector Composition

1 Healthcare 13.66%
2 Technology 10.17%
3 Financials 7.75%
4 Energy 6.56%
5 Industrials 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1851
$298K ﹤0.01%
5,054
-4,949
1852
$298K ﹤0.01%
6,780
-15,192
1853
$295K ﹤0.01%
3,401
-2,730
1854
$295K ﹤0.01%
3,730
+3,065
1855
$292K ﹤0.01%
22,412
+21,590
1856
$291K ﹤0.01%
16,171
+16,091
1857
$289K ﹤0.01%
4,021
+3,752
1858
$286K ﹤0.01%
6,349
+5,899
1859
$285K ﹤0.01%
7,130
+6,076
1860
$285K ﹤0.01%
11,364
+9,367
1861
$285K ﹤0.01%
5,191
-124,651
1862
$285K ﹤0.01%
8,625
-16,077
1863
$283K ﹤0.01%
2,771
-30,146
1864
$283K ﹤0.01%
337
-8
1865
$283K ﹤0.01%
17,636
-39,055
1866
$283K ﹤0.01%
4,977
+1,439
1867
$282K ﹤0.01%
14,788
-30,631
1868
$280K ﹤0.01%
28,047
+5,618
1869
$279K ﹤0.01%
9,943
-30,325
1870
$277K ﹤0.01%
5,331
-2,236
1871
$276K ﹤0.01%
16,242
-16,167
1872
$276K ﹤0.01%
8,780
-10,515
1873
$276K ﹤0.01%
9,200
-4,594
1874
$275K ﹤0.01%
5,108
-12,462
1875
$274K ﹤0.01%
10,558
+10,063