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
$61.3B
AUM Growth
+$594M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,169
New
Increased
Reduced
Closed

Top Buys

1 +$984M
2 +$406M
3 +$363M
4
CMCSA icon
Comcast
CMCSA
+$305M
5
DD icon
DuPont de Nemours
DD
+$229M

Sector Composition

1 Technology 20.46%
2 Financials 10.38%
3 Consumer Discretionary 9.4%
4 Healthcare 9.13%
5 Communication Services 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2376
$422K ﹤0.01%
36,552
-25,722
2377
$421K ﹤0.01%
35,009
+5,237
2378
$421K ﹤0.01%
38,650
+8,581
2379
$420K ﹤0.01%
10,370
+4,179
2380
$419K ﹤0.01%
16,710
+6,926
2381
$418K ﹤0.01%
19,319
-11,634
2382
$418K ﹤0.01%
4,981
-178,002
2383
$415K ﹤0.01%
48,322
+28,480
2384
$415K ﹤0.01%
118,801
-19,218
2385
$415K ﹤0.01%
4,052
+1,617
2386
$415K ﹤0.01%
9,813
+4,000
2387
$414K ﹤0.01%
57,700
+43,500
2388
$413K ﹤0.01%
11,300
-5,990
2389
$413K ﹤0.01%
86,929
+9,873
2390
$412K ﹤0.01%
144,251
+112,912
2391
$412K ﹤0.01%
27,673
+12,094
2392
$412K ﹤0.01%
23,390
+11,302
2393
$412K ﹤0.01%
15,751
+5,367
2394
$411K ﹤0.01%
35,670
+10,702
2395
$411K ﹤0.01%
80,087
+25,312
2396
$409K ﹤0.01%
14,836
+1,836
2397
$409K ﹤0.01%
134,423
-48,211
2398
$408K ﹤0.01%
20,463
+6,651
2399
$408K ﹤0.01%
29,219
+4,097
2400
$406K ﹤0.01%
17,375
+7,098