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
$46.1B
AUM Growth
-$9.19B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,425
New
Increased
Reduced
Closed

Top Buys

1 +$319M
2 +$230M
3 +$192M
4
VZ icon
Verizon
VZ
+$174M
5
MA icon
Mastercard
MA
+$160M

Top Sells

1 +$5.08B
2 +$850M
3 +$781M
4
BHC icon
Bausch Health
BHC
+$466M
5
META icon
Meta Platforms (Facebook)
META
+$407M

Sector Composition

1 Healthcare 14.28%
2 Technology 10.31%
3 Financials 9.22%
4 Energy 6.79%
5 Consumer Discretionary 6.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2376
$97K ﹤0.01%
1,373
-118
2377
$96K ﹤0.01%
3,684
-2,287
2378
$96K ﹤0.01%
1,386
-371
2379
$96K ﹤0.01%
8,000
2380
$95K ﹤0.01%
1,572
+568
2381
$95K ﹤0.01%
15,813
-89,832
2382
$94K ﹤0.01%
1,645
-698
2383
$94K ﹤0.01%
+267
2384
$94K ﹤0.01%
5,451
-16,484
2385
$94K ﹤0.01%
9,423
+5,965
2386
$93K ﹤0.01%
4,912
-1,097
2387
$93K ﹤0.01%
1,133
-1,931
2388
$92K ﹤0.01%
3,860
+435
2389
$92K ﹤0.01%
8,323
-24,133
2390
$91K ﹤0.01%
3,500
2391
$91K ﹤0.01%
15,200
+12,500
2392
$91K ﹤0.01%
6,365
-80,350
2393
$91K ﹤0.01%
1,988
-152
2394
$90K ﹤0.01%
1,154
+415
2395
$90K ﹤0.01%
7,390
-9,744
2396
$90K ﹤0.01%
809
+270
2397
$89K ﹤0.01%
3,035
+2,025
2398
$89K ﹤0.01%
12,740
-24,873
2399
$89K ﹤0.01%
939
-1,130
2400
$89K ﹤0.01%
11,109
-3,813