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Barclays

Barclays Portfolio holdings

AUM $280B
1-Year Est. Return 34.19%
 

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
+34.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$29.7B
AUM Growth
-$3.99B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,082
New
Increased
Reduced
Closed

Top Buys

1 +$355M
2 +$304M
3 +$267M
4
GILD icon
Gilead Sciences
GILD
+$239M
5
V icon
Visa
V
+$229M

Top Sells

1 +$388M
2 +$370M
3 +$295M
4
BABA icon
Alibaba
BABA
+$234M
5
IBM icon
IBM
IBM
+$210M

Sector Composition

1 Technology 12.25%
2 Healthcare 11.67%
3 Financials 9.34%
4 Communication Services 7.8%
5 Energy 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2201
$106K ﹤0.01%
3,425
+689
2202
$105K ﹤0.01%
14,947
+3,134
2203
$105K ﹤0.01%
34,895
-2,919
2204
$105K ﹤0.01%
7,045
-1,642
2205
$105K ﹤0.01%
+2,705
2206
$105K ﹤0.01%
6,585
2207
$104K ﹤0.01%
2,093
-9,349
2208
$104K ﹤0.01%
650
2209
$104K ﹤0.01%
3,130
+2,330
2210
$104K ﹤0.01%
20,948
-6,607
2211
$103K ﹤0.01%
129,552
2212
$103K ﹤0.01%
11,391
-16,418
2213
$103K ﹤0.01%
6,900
2214
$103K ﹤0.01%
3,818
+2,762
2215
$103K ﹤0.01%
12,835
-2,200
2216
$103K ﹤0.01%
6,420
-23,296
2217
$103K ﹤0.01%
7,900
+7,860
2218
$103K ﹤0.01%
4,113
+754
2219
$102K ﹤0.01%
756
-496
2220
$101K ﹤0.01%
2,273
-460
2221
$101K ﹤0.01%
10,600
-21,690
2222
$101K ﹤0.01%
20
+8
2223
$100K ﹤0.01%
11,163
-718
2224
$100K ﹤0.01%
2,501
+1,886
2225
$99K ﹤0.01%
2,203
-11,245