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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
$43.2B
AUM Growth
-$2.82B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,483
New
Increased
Reduced
Closed

Top Buys

1 +$2.93B
2 +$297M
3 +$219M
4
JNJ icon
Johnson & Johnson
JNJ
+$210M
5
MCHI icon
iShares MSCI China ETF
MCHI
+$207M

Top Sells

1 +$1.2B
2 +$484M
3 +$333M
4
T icon
AT&T
T
+$279M
5
LO
LORILLARD INC COM STK
LO
+$255M

Sector Composition

1 Healthcare 13.66%
2 Technology 10.17%
3 Financials 7.75%
4 Energy 6.56%
5 Industrials 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2301
$89K ﹤0.01%
3,297
-10,984
2302
$89K ﹤0.01%
3,578
-24,263
2303
$89K ﹤0.01%
+2,973
2304
$89K ﹤0.01%
5,553
+2,312
2305
$88K ﹤0.01%
5,940
-425
2306
$88K ﹤0.01%
977
+920
2307
$88K ﹤0.01%
790
+300
2308
$88K ﹤0.01%
3,500
2309
$88K ﹤0.01%
2,832
-14,991
2310
$88K ﹤0.01%
1,582
-9,280
2311
$87K ﹤0.01%
2,239
-1,095
2312
$87K ﹤0.01%
3,319
+1,672
2313
$87K ﹤0.01%
+155
2314
$87K ﹤0.01%
14,501
+10,652
2315
$87K ﹤0.01%
3,784
-3,347
2316
$86K ﹤0.01%
1,255
-126
2317
$86K ﹤0.01%
1,464
-438,737
2318
$86K ﹤0.01%
4,309
+3,263
2319
$85K ﹤0.01%
1,878
-261
2320
$85K ﹤0.01%
1,255
-481
2321
$85K ﹤0.01%
1,207
-18,446
2322
$84K ﹤0.01%
3,807
+2,613
2323
$84K ﹤0.01%
10,533
-23,254
2324
$84K ﹤0.01%
14,042
+13,479
2325
$83K ﹤0.01%
4,882
+3,298