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
2201
$791K ﹤0.01%
79,592
2202
$787K ﹤0.01%
24,985
+13,235
2203
$786K ﹤0.01%
78,738
+5,334
2204
$786K ﹤0.01%
20,156
+8,247
2205
$785K ﹤0.01%
30,657
-23,068
2206
$784K ﹤0.01%
26,287
-27,722
2207
$783K ﹤0.01%
24,382
+773
2208
$781K ﹤0.01%
92,309
-18,106
2209
$781K ﹤0.01%
31,197
+1,863
2210
$779K ﹤0.01%
67,064
-25,003
2211
$778K ﹤0.01%
44,419
-3,655
2212
$778K ﹤0.01%
9,665
-1,126
2213
$778K ﹤0.01%
25,290
-54,676
2214
$777K ﹤0.01%
29,360
-20,566
2215
$777K ﹤0.01%
10,043
-1,654
2216
$776K ﹤0.01%
37,488
+30,683
2217
$771K ﹤0.01%
14,884
+4,344
2218
$771K ﹤0.01%
+7,622
2219
$770K ﹤0.01%
300,740
+118,847
2220
$769K ﹤0.01%
12,707
+8,050
2221
$769K ﹤0.01%
32,781
-766
2222
$768K ﹤0.01%
13,082
+2,444
2223
$767K ﹤0.01%
58,706
-26,795
2224
$766K ﹤0.01%
57,160
+48,743
2225
$765K ﹤0.01%
17,537
-3,045