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
$55.4B
AUM Growth
+$14B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,657
New
Increased
Reduced
Closed

Top Buys

1 +$3.38B
2 +$685M
3 +$497M
4
BHC icon
Bausch Health
BHC
+$314M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$299M

Top Sells

1 +$418M
2 +$243M
3 +$193M
4
SO icon
Southern Company
SO
+$163M
5
DELL
DELL INC
DELL
+$150M

Sector Composition

1 Healthcare 9.19%
2 Financials 9.09%
3 Technology 8.22%
4 Consumer Discretionary 6.37%
5 Energy 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2126
$442K ﹤0.01%
7,622
2127
$442K ﹤0.01%
15,241
+14,522
2128
$440K ﹤0.01%
+22,024
2129
$440K ﹤0.01%
14,526
-38,482
2130
$440K ﹤0.01%
25,880
+14,590
2131
$440K ﹤0.01%
110,293
+31,778
2132
$440K ﹤0.01%
11,007
-21,947
2133
$439K ﹤0.01%
48,706
+4,855
2134
$438K ﹤0.01%
15,950
-24,876
2135
$437K ﹤0.01%
219,303
+100,555
2136
$436K ﹤0.01%
9,910
-6,086
2137
$435K ﹤0.01%
112,562
+99,604
2138
$434K ﹤0.01%
18,050
+5,585
2139
$433K ﹤0.01%
18,047
+10,181
2140
$430K ﹤0.01%
18,703
+4,760
2141
$429K ﹤0.01%
13
+12
2142
$429K ﹤0.01%
20,458
+193
2143
$426K ﹤0.01%
22,467
-6,730
2144
$425K ﹤0.01%
5,307
+2,891
2145
$425K ﹤0.01%
6,854
-464,900
2146
$424K ﹤0.01%
+48,161
2147
$424K ﹤0.01%
24,922
+366
2148
$423K ﹤0.01%
+10,584
2149
$423K ﹤0.01%
6,219
+1,800
2150
$422K ﹤0.01%
+24,869