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
$90.4B
AUM Growth
+$458M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,075
New
Increased
Reduced
Closed

Top Buys

1 +$1.44B
2 +$556M
3 +$433M
4
JNJ icon
Johnson & Johnson
JNJ
+$349M
5
AMZN icon
Amazon
AMZN
+$340M

Top Sells

1 +$873M
2 +$799M
3 +$602M
4
PANW icon
Palo Alto Networks
PANW
+$574M
5
IYR icon
iShares US Real Estate ETF
IYR
+$405M

Sector Composition

1 Technology 23.66%
2 Financials 13.96%
3 Healthcare 12.61%
4 Consumer Discretionary 11.04%
5 Communication Services 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2176
$825K ﹤0.01%
426,854
+418,499
2177
$823K ﹤0.01%
102,188
+21,603
2178
$823K ﹤0.01%
52,562
+496
2179
$820K ﹤0.01%
7,091
+5,307
2180
$817K ﹤0.01%
30,248
-3,500
2181
$817K ﹤0.01%
92,366
+75,507
2182
$816K ﹤0.01%
7,425
-3,569
2183
$816K ﹤0.01%
81,641
2184
$812K ﹤0.01%
14,631
-5,474
2185
$811K ﹤0.01%
64,145
-8,633
2186
$811K ﹤0.01%
8,540
-3,335
2187
$809K ﹤0.01%
11,686
+2,878
2188
$809K ﹤0.01%
21,933
2189
$808K ﹤0.01%
59,029
-63,979
2190
$806K ﹤0.01%
11,061
+4,355
2191
$805K ﹤0.01%
19,686
+550
2192
$805K ﹤0.01%
93,980
+86,690
2193
$802K ﹤0.01%
47,103
+9,004
2194
$802K ﹤0.01%
8,429
+3,273
2195
$800K ﹤0.01%
7,542
+4,130
2196
$798K ﹤0.01%
43,060
+1,543
2197
$796K ﹤0.01%
41,769
-7,461
2198
$794K ﹤0.01%
19,860
-4,012
2199
$793K ﹤0.01%
66,589
-46,508
2200
$792K ﹤0.01%
68,877
-40,297