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
$84.3B
AUM Growth
+$22.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,162
New
Increased
Reduced
Closed

Top Buys

1 +$2.17B
2 +$1.82B
3 +$1.37B
4
LIN icon
Linde
LIN
+$756M
5
DD icon
DuPont de Nemours
DD
+$595M

Top Sells

1 +$1.51B
2 +$315M
3 +$314M
4
MSFT icon
Microsoft
MSFT
+$264M
5
IAC icon
IAC Inc
IAC
+$239M

Sector Composition

1 Technology 17.81%
2 Financials 12.09%
3 Healthcare 10.06%
4 Consumer Discretionary 9.71%
5 Communication Services 9.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2251
$518K ﹤0.01%
23,269
-6,073
2252
$518K ﹤0.01%
214,948
+84,661
2253
$517K ﹤0.01%
46,127
+11,118
2254
$516K ﹤0.01%
12,657
+8,552
2255
$516K ﹤0.01%
27,408
+5,039
2256
$514K ﹤0.01%
6,276
+1,641
2257
$513K ﹤0.01%
14,866
-3,197
2258
$513K ﹤0.01%
10,710
-155,484
2259
$513K ﹤0.01%
8,137
-2,034
2260
$513K ﹤0.01%
61,933
+8,700
2261
$513K ﹤0.01%
14,197
-2,539
2262
$512K ﹤0.01%
21,372
-1,132
2263
$512K ﹤0.01%
23,827
-71,101
2264
$510K ﹤0.01%
63,931
-17,456
2265
$508K ﹤0.01%
25,714
+11,697
2266
$508K ﹤0.01%
130,739
-13,719
2267
$507K ﹤0.01%
53,377
+2,306
2268
$506K ﹤0.01%
88,715
+17,097
2269
$505K ﹤0.01%
46,038
+9,486
2270
$502K ﹤0.01%
17,805
-1,301
2271
$501K ﹤0.01%
70,642
-257,205
2272
$500K ﹤0.01%
12,697
-3,457
2273
$499K ﹤0.01%
49,700
2274
$495K ﹤0.01%
17,870
+4,251
2275
$492K ﹤0.01%
39,297
-23,315