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
$42.6B
AUM Growth
-$1.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,397
New
Increased
Reduced
Closed

Top Buys

1 +$637M
2 +$340M
3 +$132M
4
HAL icon
Halliburton
HAL
+$123M
5
DOV icon
Dover
DOV
+$112M

Top Sells

1 +$3.68B
2 +$708M
3 +$460M
4
RAI
Reynolds American Inc
RAI
+$293M
5
GILD icon
Gilead Sciences
GILD
+$246M

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%
12,237
-3,762
1877
$494K ﹤0.01%
75
-10
1878
$493K ﹤0.01%
35,663
+11,214
1879
$491K ﹤0.01%
4,744
+4,582
1880
$491K ﹤0.01%
41,203
+14,559
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%
5,089
+3,553
1886
$482K ﹤0.01%
38,724
+28,813
1887
$480K ﹤0.01%
61,245
+33,233
1888
$479K ﹤0.01%
33,895
+14,550
1889
$479K ﹤0.01%
14,375
-24,902
1890
$478K ﹤0.01%
16,894
+9,703
1891
$478K ﹤0.01%
7,897
+488
1892
$477K ﹤0.01%
14,406
+9,533
1893
$477K ﹤0.01%
13,922
1894
$476K ﹤0.01%
30,266
+1,338
1895
$475K ﹤0.01%
+25,000
1896
$475K ﹤0.01%
17,283
+17,209
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