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
$218B
AUM Growth
-$3.62B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,468
New
Increased
Reduced
Closed

Top Sells

1 +$2.77B
2 +$1.3B
3 +$1.22B
4
IYR icon
iShares US Real Estate ETF
IYR
+$1.11B
5
PG icon
Procter & Gamble
PG
+$915M

Sector Composition

1 Technology 33.53%
2 Consumer Discretionary 10.88%
3 Financials 10.79%
4 Communication Services 9.25%
5 Healthcare 8.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2251
$668K ﹤0.01%
9,086
-3,470
2252
$668K ﹤0.01%
10,522
-48,396
2253
$668K ﹤0.01%
40,244
-56,232
2254
$667K ﹤0.01%
23,582
-381,536
2255
$665K ﹤0.01%
24,827
-26,897
2256
$664K ﹤0.01%
57,348
-51,418
2257
$663K ﹤0.01%
103,782
-721
2258
$663K ﹤0.01%
69,142
-14,585
2259
$663K ﹤0.01%
20,997
+4,644
2260
$662K ﹤0.01%
20,286
2261
$662K ﹤0.01%
78,929
2262
$662K ﹤0.01%
29,434
-6,239
2263
$660K ﹤0.01%
127,009
-28,535
2264
$660K ﹤0.01%
17,136
-29,768
2265
$659K ﹤0.01%
78,143
-29,510
2266
$658K ﹤0.01%
52,402
-135,054
2267
$657K ﹤0.01%
16,691
+3,907
2268
$656K ﹤0.01%
57,315
-11,014
2269
$656K ﹤0.01%
50,785
-44,649
2270
$655K ﹤0.01%
45,608
-64,068
2271
$653K ﹤0.01%
3,156
+1,668
2272
$653K ﹤0.01%
11,135
2273
$653K ﹤0.01%
21,194
-14,067
2274
$650K ﹤0.01%
34,839
-7,308
2275
$647K ﹤0.01%
58,124
-82,697