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
$124B
AUM Growth
-$39.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,969
New
Increased
Reduced
Closed

Top Buys

1 +$1.74B
2 +$760M
3 +$429M
4
STLA icon
Stellantis
STLA
+$372M
5
CERN
Cerner Corp
CERN
+$304M

Top Sells

1 +$1.85B
2 +$1.75B
3 +$1.22B
4
AMZN icon
Amazon
AMZN
+$1.04B
5
IYR icon
iShares US Real Estate ETF
IYR
+$924M

Sector Composition

1 Technology 22.69%
2 Financials 14.86%
3 Healthcare 10.55%
4 Consumer Discretionary 9.98%
5 Communication Services 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2376
$825K ﹤0.01%
18,388
+4,309
2377
$824K ﹤0.01%
60,984
-18,319
2378
$821K ﹤0.01%
25,363
-15,106
2379
$821K ﹤0.01%
18,868
-12,554
2380
$819K ﹤0.01%
54,393
-23,586
2381
$819K ﹤0.01%
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+23,324
2382
$816K ﹤0.01%
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2383
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21,084
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18,517
-11,856
2387
$809K ﹤0.01%
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2389
$806K ﹤0.01%
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$804K ﹤0.01%
15,358
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$800K ﹤0.01%
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2392
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20,572
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2393
$797K ﹤0.01%
139,311
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2394
$796K ﹤0.01%
105,225
-17,119
2395
$794K ﹤0.01%
+32,788
2396
$792K ﹤0.01%
+80,400
2397
$790K ﹤0.01%
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2398
$790K ﹤0.01%
+61,475
2399
$788K ﹤0.01%
6,150
2400
$787K ﹤0.01%
19,295
-111,971