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
$88.3B
AUM Growth
+$17B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,706
New
Increased
Reduced
Closed

Top Buys

1 +$1.39B
2 +$790M
3 +$648M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$411M
5
MSFT icon
Microsoft
MSFT
+$379M

Sector Composition

1 Technology 15.76%
2 Financials 10.59%
3 Healthcare 10.41%
4 Communication Services 8.6%
5 Consumer Discretionary 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2251
$1.05M ﹤0.01%
11,448
-35,417
2252
$1.05M ﹤0.01%
32,137
+6,594
2253
$1.04M ﹤0.01%
7,351
-22,513
2254
$1.04M ﹤0.01%
76,305
+35,085
2255
$1.04M ﹤0.01%
23,446
+20,277
2256
$1.04M ﹤0.01%
74,485
+28,119
2257
$1.03M ﹤0.01%
19,674
+5,988
2258
$1.03M ﹤0.01%
83,772
+60,626
2259
$1.02M ﹤0.01%
40,531
+5,821
2260
$1.02M ﹤0.01%
12,462
-11,453
2261
$1.02M ﹤0.01%
37,890
+5,302
2262
$1.02M ﹤0.01%
63,135
-11,815
2263
$1.02M ﹤0.01%
+20,490
2264
$1.02M ﹤0.01%
88,146
-131,715
2265
$1.02M ﹤0.01%
41,625
-6,872
2266
$1.02M ﹤0.01%
10,319
+7,414
2267
$1.01M ﹤0.01%
61,208
+14,470
2268
$1.01M ﹤0.01%
24,711
+5,127
2269
$1.01M ﹤0.01%
+110,762
2270
$1.01M ﹤0.01%
9,877
+5,464
2271
$1.01M ﹤0.01%
12,297
-10,311
2272
$1.01M ﹤0.01%
61,150
-103,527
2273
$1.01M ﹤0.01%
44,491
+9,479
2274
$1.01M ﹤0.01%
11,099
+6,012
2275
$1.01M ﹤0.01%
424,526
+118,986