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
$61.3B
AUM Growth
+$594M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,169
New
Increased
Reduced
Closed

Top Buys

1 +$984M
2 +$406M
3 +$363M
4
CMCSA icon
Comcast
CMCSA
+$305M
5
DD icon
DuPont de Nemours
DD
+$229M

Sector Composition

1 Technology 20.46%
2 Financials 10.38%
3 Consumer Discretionary 9.4%
4 Healthcare 9.13%
5 Communication Services 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1976
$860K ﹤0.01%
22,225
+20,863
1977
$860K ﹤0.01%
27,841
-34,759
1978
$860K ﹤0.01%
252,076
+123,961
1979
$860K ﹤0.01%
35,589
+17,619
1980
$859K ﹤0.01%
132,220
+16,965
1981
$857K ﹤0.01%
35,048
+3,413
1982
$857K ﹤0.01%
28,036
-31,290
1983
$855K ﹤0.01%
129,731
+43,751
1984
$852K ﹤0.01%
69,853
+13,446
1985
$850K ﹤0.01%
117,941
+41,035
1986
$850K ﹤0.01%
10,761
+1,215
1987
$849K ﹤0.01%
1,884
-4,091
1988
$849K ﹤0.01%
169,799
+39,204
1989
$848K ﹤0.01%
225,931
-438,864
1990
$848K ﹤0.01%
89,874
+37,642
1991
$847K ﹤0.01%
47,248
+35,746
1992
$842K ﹤0.01%
36,591
+14,696
1993
$840K ﹤0.01%
57,392
-17,141
1994
$839K ﹤0.01%
28,696
+4,858
1995
$839K ﹤0.01%
193,205
+62,804
1996
$838K ﹤0.01%
40,620
+5,676
1997
$833K ﹤0.01%
26,035
-1,990
1998
$833K ﹤0.01%
15,047
-55,871
1999
$830K ﹤0.01%
80,594
+15,699
2000
$829K ﹤0.01%
30,066
+12,134