Barclays

Barclays Portfolio holdings

AUM $272B
1-Year Est. Return 16.92%
 

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
+16.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$42.6B
AUM Growth
-$1.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,397
New
Increased
Reduced
Closed

Top Buys

1 +$649M
2 +$353M
3 +$135M
4
HAL icon
Halliburton
HAL
+$135M
5
DOV icon
Dover
DOV
+$119M

Top Sells

1 +$3.73B
2 +$709M
3 +$468M
4
RAI
Reynolds American Inc
RAI
+$293M
5
GILD icon
Gilead Sciences
GILD
+$261M

Sector Composition

1 Technology 14.19%
2 Healthcare 11.67%
3 Financials 10.34%
4 Consumer Discretionary 9.34%
5 Communication Services 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1876
$494K ﹤0.01%
75
-10
1877
$494K ﹤0.01%
12,237
-3,762
1878
$493K ﹤0.01%
35,663
+11,214
1879
$491K ﹤0.01%
41,203
+14,559
1880
$491K ﹤0.01%
4,744
+4,582
1881
$489K ﹤0.01%
35,631
-5,224
1882
$488K ﹤0.01%
5,554
-304
1883
$485K ﹤0.01%
9,882
+4,440
1884
$483K ﹤0.01%
14,581
+5,961
1885
$482K ﹤0.01%
38,724
+28,813
1886
$482K ﹤0.01%
5,089
+3,553
1887
$480K ﹤0.01%
61,245
+33,233
1888
$479K ﹤0.01%
14,375
-24,902
1889
$479K ﹤0.01%
33,895
+14,550
1890
$478K ﹤0.01%
7,897
+488
1891
$478K ﹤0.01%
16,894
+9,703
1892
$477K ﹤0.01%
13,922
1893
$477K ﹤0.01%
14,406
+9,533
1894
$476K ﹤0.01%
30,266
+1,338
1895
$475K ﹤0.01%
17,283
+17,209
1896
$475K ﹤0.01%
+25,000
1897
$474K ﹤0.01%
8,534
-26,365
1898
$472K ﹤0.01%
3,100
1899
$471K ﹤0.01%
38,371
+8,123
1900
$470K ﹤0.01%
75,741
+2,941