Barclays

Barclays Portfolio holdings

AUM $272B
1-Year Est. Return 16.92%
 

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
+16.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$33.7B
AUM Growth
-$3.77B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,454
New
Increased
Reduced
Closed

Top Buys

1 +$368M
2 +$353M
3 +$244M
4
BHC icon
Bausch Health
BHC
+$221M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$204M

Top Sells

1 +$4.35B
2 +$595M
3 +$377M
4
DD icon
DuPont de Nemours
DD
+$350M
5
HCC
HCC INSURANCES HOLDINGS INC
HCC
+$237M

Sector Composition

1 Healthcare 12.5%
2 Technology 11.94%
3 Financials 11.31%
4 Communication Services 7.76%
5 Energy 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2051
$162K ﹤0.01%
13,518
-16,120
2052
$162K ﹤0.01%
5,600
+5,118
2053
$161K ﹤0.01%
32,311
-30,202
2054
$161K ﹤0.01%
40,380
+40,106
2055
$161K ﹤0.01%
+13,405
2056
$160K ﹤0.01%
+8,894
2057
$160K ﹤0.01%
1,799
+315
2058
$159K ﹤0.01%
3,177
-3,675
2059
$159K ﹤0.01%
3,250
-595
2060
$158K ﹤0.01%
5,083
-1,690
2061
$157K ﹤0.01%
9,825
-172,067
2062
$157K ﹤0.01%
15,700
+15,541
2063
$157K ﹤0.01%
6,818
+6,726
2064
$156K ﹤0.01%
1,252
+134
2065
$156K ﹤0.01%
12,030
-23
2066
$155K ﹤0.01%
25,815
-12,478
2067
$155K ﹤0.01%
6,582
-2,004
2068
$154K ﹤0.01%
+17,100
2069
$153K ﹤0.01%
17,031
-15,919
2070
$153K ﹤0.01%
6,113
-2,299
2071
$153K ﹤0.01%
38,285
-5,693
2072
$152K ﹤0.01%
25,300
+8,600
2073
$150K ﹤0.01%
5,327
-61,509
2074
$150K ﹤0.01%
7,479
+6,559
2075
$149K ﹤0.01%
2,227
+2,085