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Barclays

Barclays Portfolio holdings

AUM $280B
1-Year Est. Return 34.19%
 

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
+34.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$46.1B
AUM Growth
-$9.19B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,425
New
Increased
Reduced
Closed

Top Buys

1 +$319M
2 +$230M
3 +$192M
4
VZ icon
Verizon
VZ
+$174M
5
MA icon
Mastercard
MA
+$160M

Top Sells

1 +$5.08B
2 +$850M
3 +$781M
4
BHC icon
Bausch Health
BHC
+$466M
5
META icon
Meta Platforms (Facebook)
META
+$407M

Sector Composition

1 Healthcare 14.28%
2 Technology 10.31%
3 Financials 9.22%
4 Energy 6.79%
5 Consumer Discretionary 6.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2276
$129K ﹤0.01%
25,801
+5,691
2277
$129K ﹤0.01%
2,161
-3,725
2278
$129K ﹤0.01%
21,470
-2,961
2279
$129K ﹤0.01%
2,850
+1,974
2280
$129K ﹤0.01%
5,493
+560
2281
$128K ﹤0.01%
6,754
-4,661
2282
$128K ﹤0.01%
3,765
-114,765
2283
$128K ﹤0.01%
11,618
-5,617
2284
$128K ﹤0.01%
+2,164
2285
$127K ﹤0.01%
4,086
-4,182
2286
$127K ﹤0.01%
9,719
-3,012
2287
$126K ﹤0.01%
1,736
-5,224
2288
$126K ﹤0.01%
7,441
+5,278
2289
$126K ﹤0.01%
+4,505
2290
$126K ﹤0.01%
3,827
+619
2291
$126K ﹤0.01%
4,494
-1,500
2292
$126K ﹤0.01%
+2,097
2293
$125K ﹤0.01%
13,934
-2,130
2294
$124K ﹤0.01%
7,350
+1,347
2295
$124K ﹤0.01%
2,240
-57,157
2296
$124K ﹤0.01%
7,706
-170,661
2297
$123K ﹤0.01%
6,418
-20,750
2298
$122K ﹤0.01%
2,729
-2,119
2299
$122K ﹤0.01%
7,594
+6,846
2300
$122K ﹤0.01%
+311