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
2201
$591K ﹤0.01%
59,339
-13,036
2202
$589K ﹤0.01%
24,558
+9,661
2203
$589K ﹤0.01%
29,408
+2,477
2204
$589K ﹤0.01%
3,983
+3,654
2205
$588K ﹤0.01%
16,778
+10,609
2206
$586K ﹤0.01%
11,300
+4,382
2207
$585K ﹤0.01%
253,233
-188,672
2208
$584K ﹤0.01%
12,475
+1,124
2209
$584K ﹤0.01%
16,632
+5,464
2210
$584K ﹤0.01%
37,777
-24,197
2211
$584K ﹤0.01%
16,123
-8,650
2212
$582K ﹤0.01%
25,706
+16,761
2213
$581K ﹤0.01%
+12,886
2214
$581K ﹤0.01%
124,422
+109,195
2215
$580K ﹤0.01%
85,823
-54,604
2216
$579K ﹤0.01%
23,904
+19,142
2217
$579K ﹤0.01%
90,701
+8,759
2218
$577K ﹤0.01%
484,109
+425,486
2219
$577K ﹤0.01%
11,728
-6,190
2220
$576K ﹤0.01%
16,159
-78,201
2221
$576K ﹤0.01%
2,838
+1,335
2222
$574K ﹤0.01%
9,865
+2,041
2223
$569K ﹤0.01%
45,340
+17,194
2224
$568K ﹤0.01%
64,071
+1,853
2225
$567K ﹤0.01%
6,150
+1,500