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
$50.1B
AUM Growth
-$5.25B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,669
New
Increased
Reduced
Closed

Top Buys

1 +$391M
2 +$370M
3 +$359M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$269M
5
GILD icon
Gilead Sciences
GILD
+$242M

Top Sells

1 +$3.08B
2 +$425M
3 +$329M
4
WFC icon
Wells Fargo
WFC
+$237M
5
VOD icon
Vodafone
VOD
+$217M

Sector Composition

1 Healthcare 10.21%
2 Technology 8.33%
3 Financials 7.8%
4 Communication Services 6.71%
5 Real Estate 6.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1951
$453K ﹤0.01%
8,758
-10,748
1952
$453K ﹤0.01%
22,614
+4,033
1953
$452K ﹤0.01%
90,520
-459,356
1954
$452K ﹤0.01%
7,048
-2,704
1955
$451K ﹤0.01%
69,454
+51,949
1956
$451K ﹤0.01%
8,153
-24,097
1957
$451K ﹤0.01%
8,356
+5,755
1958
$450K ﹤0.01%
17,300
+1,063
1959
$450K ﹤0.01%
5,614
-4,656
1960
$447K ﹤0.01%
6,502
-4,255
1961
$445K ﹤0.01%
12,719
+7,745
1962
$444K ﹤0.01%
11,380
-9,962
1963
$441K ﹤0.01%
87,811
-184,289
1964
$440K ﹤0.01%
68,154
-76,759
1965
$436K ﹤0.01%
97,080
-89,480
1966
$433K ﹤0.01%
8,020
-33,711
1967
$433K ﹤0.01%
36,030
-9,645
1968
$432K ﹤0.01%
11,504
+10,672
1969
$431K ﹤0.01%
12,697
+334
1970
$429K ﹤0.01%
107,653
+59,855
1971
$428K ﹤0.01%
11,134
+7,822
1972
$427K ﹤0.01%
2,655
-580
1973
$427K ﹤0.01%
19,425
+13,299
1974
$427K ﹤0.01%
17,065
-38,038
1975
$427K ﹤0.01%
35,662
-759