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
$37.5B
AUM Growth
-$5.77B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,456
New
Increased
Reduced
Closed

Top Buys

1 +$1.08B
2 +$324M
3 +$281M
4
DD icon
DuPont de Nemours
DD
+$278M
5
HCC
HCC INSURANCES HOLDINGS INC
HCC
+$230M

Top Sells

1 +$830M
2 +$281M
3 +$205M
4
BHC icon
Bausch Health
BHC
+$183M
5
MCHI icon
iShares MSCI China ETF
MCHI
+$182M

Sector Composition

1 Healthcare 10.73%
2 Technology 8.7%
3 Financials 7.3%
4 Energy 7.22%
5 Communication Services 6.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2326
$87K ﹤0.01%
3,205
-677
2327
$87K ﹤0.01%
1,658
-3,450
2328
$87K ﹤0.01%
3,114
-9,193
2329
$87K ﹤0.01%
7,254
-718
2330
$86K ﹤0.01%
4,115
-2,022
2331
$86K ﹤0.01%
955
-22,986
2332
$86K ﹤0.01%
8,590
2333
$86K ﹤0.01%
578
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2334
$86K ﹤0.01%
10,681
-15,842
2335
$86K ﹤0.01%
2,040
+1,893
2336
$85K ﹤0.01%
6,059
+1,330
2337
$85K ﹤0.01%
5,316
+4,894
2338
$84K ﹤0.01%
2,118
-71
2339
$84K ﹤0.01%
16,775
-342,010
2340
$84K ﹤0.01%
5,269
+4,224
2341
$83K ﹤0.01%
4,184
+3,806
2342
$82K ﹤0.01%
5,152
-1,588
2343
$82K ﹤0.01%
27,489
-118,863
2344
$82K ﹤0.01%
8,110
+732
2345
$82K ﹤0.01%
6,811
+803
2346
$82K ﹤0.01%
2,399
-49,240
2347
$82K ﹤0.01%
567
+479
2348
$82K ﹤0.01%
7,342
+1,121
2349
$82K ﹤0.01%
2,494
-784
2350
$81K ﹤0.01%
5,861
-29,822