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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
$29.7B
AUM Growth
-$3.99B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,082
New
Increased
Reduced
Closed

Top Buys

1 +$355M
2 +$304M
3 +$267M
4
GILD icon
Gilead Sciences
GILD
+$239M
5
V icon
Visa
V
+$229M

Top Sells

1 +$388M
2 +$370M
3 +$295M
4
BABA icon
Alibaba
BABA
+$234M
5
IBM icon
IBM
IBM
+$210M

Sector Composition

1 Technology 12.25%
2 Healthcare 11.67%
3 Financials 9.34%
4 Communication Services 7.8%
5 Energy 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2351
$65K ﹤0.01%
2,244
+1,862
2352
$65K ﹤0.01%
65,277
-4,601
2353
$65K ﹤0.01%
+3,039
2354
$65K ﹤0.01%
2,842
-1,338
2355
$65K ﹤0.01%
2,971
+2,933
2356
$64K ﹤0.01%
3,575
2357
$64K ﹤0.01%
+1,184
2358
$64K ﹤0.01%
2,600
-1,228
2359
$64K ﹤0.01%
+3,566
2360
$63K ﹤0.01%
1,312
-4,222
2361
$63K ﹤0.01%
3,526
-14,737
2362
$63K ﹤0.01%
2,500
2363
$62K ﹤0.01%
62,024
+1,612
2364
$62K ﹤0.01%
30,956
+20,567
2365
$62K ﹤0.01%
30,980
-22,308
2366
$61K ﹤0.01%
1,412
-38,907
2367
$61K ﹤0.01%
15,299
+6,046
2368
$61K ﹤0.01%
4,410
+3,478
2369
$60K ﹤0.01%
+5,017
2370
$60K ﹤0.01%
3,500
-11,900
2371
$60K ﹤0.01%
+2,000
2372
$60K ﹤0.01%
1,210
-1,004
2373
$59K ﹤0.01%
734
-4,485
2374
$59K ﹤0.01%
29,574
+23,000
2375
$59K ﹤0.01%
1,235
+809