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
$33.7B
AUM Growth
-$3.77B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,455
New
Increased
Reduced
Closed

Top Buys

1 +$384M
2 +$370M
3 +$255M
4
BHC icon
Bausch Health
BHC
+$246M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$194M

Top Sells

1 +$4.4B
2 +$591M
3 +$389M
4
DD icon
DuPont de Nemours
DD
+$348M
5
HCC
HCC INSURANCES HOLDINGS INC
HCC
+$237M

Sector Composition

1 Healthcare 12.5%
2 Technology 11.94%
3 Financials 11.31%
4 Communication Services 7.76%
5 Energy 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2201
$104K ﹤0.01%
10,407
+10,352
2202
$104K ﹤0.01%
+650
2203
$104K ﹤0.01%
15,206
-221,318
2204
$103K ﹤0.01%
2,700
2205
$103K ﹤0.01%
1,455
-1,267
2206
$103K ﹤0.01%
129,552
2207
$102K ﹤0.01%
6,400
+6,022
2208
$102K ﹤0.01%
8,462
+5,253
2209
$102K ﹤0.01%
6,975
-32,128
2210
$102K ﹤0.01%
12,700
+12,576
2211
$102K ﹤0.01%
611
+541
2212
$101K ﹤0.01%
1,939
+90
2213
$101K ﹤0.01%
4,032
-74,610
2214
$101K ﹤0.01%
33,730
+32,050
2215
$100K ﹤0.01%
9,960
-3,780
2216
$100K ﹤0.01%
572
-6
2217
$100K ﹤0.01%
3,568
+2,198
2218
$100K ﹤0.01%
3,599
-121,801
2219
$99K ﹤0.01%
14,163
+8,149
2220
$99K ﹤0.01%
+6,182
2221
$99K ﹤0.01%
7,614
-13,234
2222
$99K ﹤0.01%
5,500
+5,453
2223
$98K ﹤0.01%
32,432
-147,160
2224
$96K ﹤0.01%
4,800
+4,786
2225
$95K ﹤0.01%
+5,000