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
$37.5B
AUM Growth
-$5.77B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,456
New
Increased
Reduced
Closed

Top Buys

1 +$1.08B
2 +$324M
3 +$281M
4
DD icon
DuPont de Nemours
DD
+$278M
5
HCC
HCC INSURANCES HOLDINGS INC
HCC
+$230M

Top Sells

1 +$830M
2 +$281M
3 +$205M
4
BHC icon
Bausch Health
BHC
+$183M
5
MCHI icon
iShares MSCI China ETF
MCHI
+$182M

Sector Composition

1 Healthcare 10.73%
2 Technology 8.7%
3 Financials 7.3%
4 Energy 7.22%
5 Communication Services 6.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1951
$260K ﹤0.01%
14,433
-6,548
1952
$258K ﹤0.01%
17,250
-41,182
1953
$257K ﹤0.01%
4,990
+3,526
1954
$256K ﹤0.01%
128,230
-9,958
1955
$255K ﹤0.01%
+42,421
1956
$255K ﹤0.01%
34,056
+16,416
1957
$254K ﹤0.01%
8,775
+8,137
1958
$254K ﹤0.01%
4,981
-36,961
1959
$253K ﹤0.01%
21,065
-21,525
1960
$253K ﹤0.01%
14,115
+10,420
1961
$253K ﹤0.01%
9,003
+8,805
1962
$252K ﹤0.01%
8,695
-22,979
1963
$252K ﹤0.01%
14,828
-32,602
1964
$251K ﹤0.01%
2,363
-1,711
1965
$251K ﹤0.01%
7,855
-4,952
1966
$251K ﹤0.01%
22,832
-99,672
1967
$249K ﹤0.01%
22,658
-55,505
1968
$248K ﹤0.01%
19,042
-2,618
1969
$247K ﹤0.01%
8,248
-1,908
1970
$247K ﹤0.01%
13,757
+13,079
1971
$247K ﹤0.01%
+9,143
1972
$247K ﹤0.01%
123,507
-12,718
1973
$246K ﹤0.01%
35,141
+31,136
1974
$245K ﹤0.01%
8,115
-304
1975
$244K ﹤0.01%
3,874
+2,451