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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
2376
$59K ﹤0.01%
2,100
2377
$59K ﹤0.01%
58,397
-35,398
2378
$59K ﹤0.01%
2,995
+486
2379
$59K ﹤0.01%
7,422
+3,179
2380
$59K ﹤0.01%
113
+63
2381
$58K ﹤0.01%
662
+485
2382
$58K ﹤0.01%
+4,429
2383
$57K ﹤0.01%
+8,800
2384
$57K ﹤0.01%
6,553
-339,487
2385
$57K ﹤0.01%
5,193
+5,106
2386
$56K ﹤0.01%
2,552
-18,398
2387
$56K ﹤0.01%
11,181
-2,982
2388
$56K ﹤0.01%
+3,670
2389
$56K ﹤0.01%
+9,360
2390
$56K ﹤0.01%
1,852
-2,096
2391
$55K ﹤0.01%
+1,288
2392
$55K ﹤0.01%
5,890
2393
$55K ﹤0.01%
1,665
+1,600
2394
$55K ﹤0.01%
3,694
+3,655
2395
$55K ﹤0.01%
2,307
+593
2396
$54K ﹤0.01%
1,800
+845
2397
$54K ﹤0.01%
3,225
-8,994
2398
$54K ﹤0.01%
6,577
+620
2399
$54K ﹤0.01%
979
+919
2400
$54K ﹤0.01%
4,138
-14,319