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
$218B
AUM Growth
-$3.62B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,468
New
Increased
Reduced
Closed

Top Sells

1 +$2.77B
2 +$1.3B
3 +$1.22B
4
IYR icon
iShares US Real Estate ETF
IYR
+$1.11B
5
PG icon
Procter & Gamble
PG
+$915M

Sector Composition

1 Technology 33.53%
2 Consumer Discretionary 10.88%
3 Financials 10.79%
4 Communication Services 9.25%
5 Healthcare 8.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2326
$601K ﹤0.01%
29,860
+29,800
2327
$601K ﹤0.01%
39,260
-21,338
2328
$599K ﹤0.01%
46,325
+4,242
2329
$598K ﹤0.01%
12,400
-11,588
2330
$598K ﹤0.01%
13,277
-4,134
2331
$595K ﹤0.01%
17,978
-24,263
2332
$593K ﹤0.01%
78,193
+14,885
2333
$593K ﹤0.01%
30,453
-13,283
2334
$592K ﹤0.01%
13,090
-5,950
2335
$592K ﹤0.01%
+29,594
2336
$589K ﹤0.01%
168,346
+31,887
2337
$589K ﹤0.01%
11,087
-13,192
2338
$587K ﹤0.01%
11,253
2339
$587K ﹤0.01%
12,000
-10,318
2340
$587K ﹤0.01%
16,173
-49,455
2341
$586K ﹤0.01%
92,430
-20,378
2342
$584K ﹤0.01%
26,688
-32,525
2343
$584K ﹤0.01%
45,640
-22,978
2344
$583K ﹤0.01%
30,192
-5,348
2345
$582K ﹤0.01%
11,751
-18,840
2346
$582K ﹤0.01%
16,840
-43,927
2347
$580K ﹤0.01%
44,701
-58,273
2348
$579K ﹤0.01%
8,421
-40,765
2349
$579K ﹤0.01%
260,636
2350
$578K ﹤0.01%
14,933
-15,742