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
$71.1B
AUM Growth
+$8.44B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,680
New
Increased
Reduced
Closed

Top Buys

1 +$809M
2 +$675M
3 +$499M
4
GLD icon
SPDR Gold Trust
GLD
+$433M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$320M

Top Sells

1 +$486M
2 +$464M
3 +$412M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$336M
5
RTX icon
RTX Corp
RTX
+$285M

Sector Composition

1 Technology 15.77%
2 Financials 12.23%
3 Healthcare 11.25%
4 Consumer Discretionary 9.26%
5 Communication Services 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1976
$725K ﹤0.01%
75,365
-2,679,190
1977
$722K ﹤0.01%
18,747
+10,760
1978
$720K ﹤0.01%
30,044
-35,732
1979
$720K ﹤0.01%
6,833
+1,443
1980
$719K ﹤0.01%
22,301
+16,741
1981
$718K ﹤0.01%
87,251
-66,011
1982
$717K ﹤0.01%
15,700
+400
1983
$717K ﹤0.01%
+9,145
1984
$714K ﹤0.01%
21,675
+3,704
1985
$712K ﹤0.01%
282,400
-37
1986
$712K ﹤0.01%
31,285
+21,518
1987
$711K ﹤0.01%
47,694
-1,361
1988
$711K ﹤0.01%
15,346
+13,400
1989
$709K ﹤0.01%
14,507
+4,172
1990
$709K ﹤0.01%
4,795
+47
1991
$707K ﹤0.01%
35,117
-1,877
1992
$705K ﹤0.01%
17,481
-199,030
1993
$705K ﹤0.01%
41,679
+2,287
1994
$704K ﹤0.01%
21,933
1995
$703K ﹤0.01%
73
-176
1996
$703K ﹤0.01%
4,299
+1,611
1997
$702K ﹤0.01%
81,527
-17,999
1998
$701K ﹤0.01%
31,286
+21,673
1999
$701K ﹤0.01%
13,443
-60,681
2000
$700K ﹤0.01%
20,822
+5,440