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
$55.4B
AUM Growth
+$14B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,657
New
Increased
Reduced
Closed

Top Buys

1 +$3.38B
2 +$685M
3 +$497M
4
BHC icon
Bausch Health
BHC
+$314M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$299M

Top Sells

1 +$418M
2 +$243M
3 +$193M
4
SO icon
Southern Company
SO
+$163M
5
DELL
DELL INC
DELL
+$150M

Sector Composition

1 Healthcare 9.19%
2 Financials 9.09%
3 Technology 8.22%
4 Consumer Discretionary 6.37%
5 Energy 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2351
$282K ﹤0.01%
+12,827
2352
$282K ﹤0.01%
10,444
-28,870
2353
$280K ﹤0.01%
12,758
-372
2354
$280K ﹤0.01%
11,172
+2,363
2355
$280K ﹤0.01%
7,798
+925
2356
$280K ﹤0.01%
12,730
+4,793
2357
$279K ﹤0.01%
21,409
+9,416
2358
$279K ﹤0.01%
34,714
-8,155
2359
$278K ﹤0.01%
7,054
+6,341
2360
$277K ﹤0.01%
6,747
+2,161
2361
$276K ﹤0.01%
5,299
-7,052
2362
$276K ﹤0.01%
5,320
+2,350
2363
$276K ﹤0.01%
6,148
-1,321,943
2364
$276K ﹤0.01%
19,684
+10,053
2365
$275K ﹤0.01%
4,523
-14,792
2366
$275K ﹤0.01%
8,866
-13,715
2367
$273K ﹤0.01%
30,314
-80,912
2368
$273K ﹤0.01%
7,357
+4,955
2369
$272K ﹤0.01%
+8,304
2370
$272K ﹤0.01%
7,346
+49
2371
$272K ﹤0.01%
3,617
-6,519
2372
$271K ﹤0.01%
3,068
-5,520
2373
$270K ﹤0.01%
16,867
+13,362
2374
$269K ﹤0.01%
3,490
-3,094
2375
$268K ﹤0.01%
4,836