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
2301
$851K ﹤0.01%
23,860
+6,260
2302
$851K ﹤0.01%
107,540
-59,852
2303
$850K ﹤0.01%
32,173
+19,423
2304
$850K ﹤0.01%
53,294
+30,319
2305
$846K ﹤0.01%
32,500
2306
$839K ﹤0.01%
95,045
+80,240
2307
$838K ﹤0.01%
7,924
+5,705
2308
$838K ﹤0.01%
38,667
+24,992
2309
$837K ﹤0.01%
18,620
+13,592
2310
$837K ﹤0.01%
25,321
+20,098
2311
$836K ﹤0.01%
41,641
+5,489
2312
$834K ﹤0.01%
154,027
+104,955
2313
$833K ﹤0.01%
46,143
+37,275
2314
$832K ﹤0.01%
132
+30
2315
$832K ﹤0.01%
66,354
+10,124
2316
$828K ﹤0.01%
59,773
+46,380
2317
$827K ﹤0.01%
6,373
+3,248
2318
$827K ﹤0.01%
56,826
+7,386
2319
$823K ﹤0.01%
12,900
+11,471
2320
$823K ﹤0.01%
26,400
-20,377
2321
$819K ﹤0.01%
21,953
+20,180
2322
$819K ﹤0.01%
58,061
+42,996
2323
$817K ﹤0.01%
23,314
+21,240
2324
$815K ﹤0.01%
20,063
+14,594
2325
$811K ﹤0.01%
32,322
+20,024