Barclays

Barclays Portfolio holdings

AUM $249B
1-Year Est. Return 25.39%
 

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
+25.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$68.8B
AUM Growth
+$12.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,762
New
Increased
Reduced
Closed

Top Sells

1 +$431M
2 +$223M
3 +$213M
4
HAL icon
Halliburton
HAL
+$211M
5
BMY icon
Bristol-Myers Squibb
BMY
+$204M

Sector Composition

1 Technology 17.28%
2 Financials 11.91%
3 Healthcare 11.8%
4 Consumer Discretionary 10.58%
5 Industrials 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2276
$880K ﹤0.01%
19,825
+12,822
2277
$879K ﹤0.01%
28,346
+11,762
2278
$878K ﹤0.01%
31,890
+18,747
2279
$877K ﹤0.01%
3,715
+2,867
2280
$876K ﹤0.01%
168,893
+58,179
2281
$873K ﹤0.01%
23,200
+22,100
2282
$873K ﹤0.01%
18,203
+13,438
2283
$872K ﹤0.01%
20,707
+12,008
2284
$870K ﹤0.01%
25,443
+13,264
2285
$869K ﹤0.01%
7,500
-3,411
2286
$869K ﹤0.01%
20,159
+13,836
2287
$868K ﹤0.01%
15,349
+5,381
2288
$868K ﹤0.01%
28,170
+23,344
2289
$866K ﹤0.01%
26,956
-31,555
2290
$863K ﹤0.01%
14,872
+11,838
2291
$863K ﹤0.01%
38,254
+23,707
2292
$861K ﹤0.01%
21,859
+12,695
2293
$860K ﹤0.01%
35,819
+30,817
2294
$859K ﹤0.01%
47,710
+26,780
2295
$859K ﹤0.01%
54,660
+52,354
2296
$859K ﹤0.01%
40,339
+18,058
2297
$855K ﹤0.01%
43,033
-16,773
2298
$854K ﹤0.01%
36,725
+26,589
2299
$853K ﹤0.01%
18,910
+14,504
2300
$852K ﹤0.01%
39,512
+29,909