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
$218B
AUM Growth
-$3.62B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,468
New
Increased
Reduced
Closed

Top Sells

1 +$2.77B
2 +$1.3B
3 +$1.22B
4
IYR icon
iShares US Real Estate ETF
IYR
+$1.11B
5
PG icon
Procter & Gamble
PG
+$915M

Sector Composition

1 Technology 33.53%
2 Consumer Discretionary 10.88%
3 Financials 10.79%
4 Communication Services 9.25%
5 Healthcare 8.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2151
$809K ﹤0.01%
17,943
+3,520
2152
$806K ﹤0.01%
8,745
+2,186
2153
$804K ﹤0.01%
126,628
-30,749
2154
$795K ﹤0.01%
155,974
-236,609
2155
$795K ﹤0.01%
34,820
-22,119
2156
$795K ﹤0.01%
+34,810
2157
$794K ﹤0.01%
45,809
-56,321
2158
$794K ﹤0.01%
14,655
-16,282
2159
$794K ﹤0.01%
5,274
-5,281
2160
$792K ﹤0.01%
26,412
-22,853
2161
$792K ﹤0.01%
57,793
-111,434
2162
$791K ﹤0.01%
25,616
-8,106
2163
$791K ﹤0.01%
4,058
+3,721
2164
$790K ﹤0.01%
23,766
-35,027
2165
$789K ﹤0.01%
18,448
-6,234
2166
$784K ﹤0.01%
14,146
-115,314
2167
$784K ﹤0.01%
12,648
-27,631
2168
$784K ﹤0.01%
78,916
-106,262
2169
$778K ﹤0.01%
34,643
-34,980
2170
$777K ﹤0.01%
72,392
-103,006
2171
$776K ﹤0.01%
123,151
-449,163
2172
$773K ﹤0.01%
9,062
+8,078
2173
$769K ﹤0.01%
21,087
-2,303
2174
$768K ﹤0.01%
140,731
+24,720
2175
$767K ﹤0.01%
22,901
-35,390