Barclays

Barclays Portfolio holdings

AUM $249B
1-Year Est. Return 25.39%
 

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
+25.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$68.8B
AUM Growth
+$12.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,762
New
Increased
Reduced
Closed

Top Sells

1 +$431M
2 +$223M
3 +$213M
4
HAL icon
Halliburton
HAL
+$211M
5
BMY icon
Bristol-Myers Squibb
BMY
+$204M

Sector Composition

1 Technology 17.28%
2 Financials 11.91%
3 Healthcare 11.8%
4 Consumer Discretionary 10.58%
5 Industrials 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2101
$1.21M ﹤0.01%
42,089
+23,745
2102
$1.21M ﹤0.01%
67,729
+38,349
2103
$1.21M ﹤0.01%
99,714
+85,854
2104
$1.2M ﹤0.01%
21,034
+846
2105
$1.2M ﹤0.01%
10,499
+4,425
2106
$1.2M ﹤0.01%
115,863
+74,090
2107
$1.2M ﹤0.01%
29,674
+14,199
2108
$1.2M ﹤0.01%
570,966
2109
$1.2M ﹤0.01%
14,610
+11,631
2110
$1.19M ﹤0.01%
105,798
+59,756
2111
$1.19M ﹤0.01%
43,327
+37,927
2112
$1.19M ﹤0.01%
84,407
+60,575
2113
$1.19M ﹤0.01%
11,936
-25,000
2114
$1.18M ﹤0.01%
191,594
+77,407
2115
$1.18M ﹤0.01%
33,420
+12,260
2116
$1.18M ﹤0.01%
41,010
+36,997
2117
$1.18M ﹤0.01%
18,289
+11,908
2118
$1.18M ﹤0.01%
47,749
-10,393
2119
$1.18M ﹤0.01%
70,306
+35,779
2120
$1.17M ﹤0.01%
30,362
-33,225
2121
$1.17M ﹤0.01%
78,183
+52,186
2122
$1.17M ﹤0.01%
49,604
+20,716
2123
$1.17M ﹤0.01%
117,607
+45,809
2124
$1.16M ﹤0.01%
32,805
-11,799
2125
$1.16M ﹤0.01%
184,335
-10,171