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
2151
$647K ﹤0.01%
33,793
+2,986
2152
$647K ﹤0.01%
43,132
+4,598
2153
$646K ﹤0.01%
52,248
+21,012
2154
$645K ﹤0.01%
3,091
+296
2155
$643K ﹤0.01%
78,489
+52,628
2156
$643K ﹤0.01%
24,148
+5,440
2157
$642K ﹤0.01%
35,317
-22,130
2158
$641K ﹤0.01%
58,800
+9,260
2159
$639K ﹤0.01%
19,300
2160
$638K ﹤0.01%
65,485
2161
$637K ﹤0.01%
33,407
+4,112
2162
$637K ﹤0.01%
33,062
+54
2163
$636K ﹤0.01%
66,297
+26,808
2164
$635K ﹤0.01%
63,612
+25,954
2165
$635K ﹤0.01%
88,112
-1,954
2166
$635K ﹤0.01%
26,856
+4,758
2167
$635K ﹤0.01%
194,696
+82,655
2168
$632K ﹤0.01%
41,087
+6,183
2169
$632K ﹤0.01%
4,338
-3,670
2170
$632K ﹤0.01%
30,037
+3,874
2171
$631K ﹤0.01%
57,499
+15,399
2172
$631K ﹤0.01%
34,094
+3,887
2173
$629K ﹤0.01%
18,063
+7,213
2174
$629K ﹤0.01%
60,161
+17,407
2175
$629K ﹤0.01%
9,376
+3,733