Barclays

Barclays Portfolio holdings

AUM $249B
1-Year Est. Return 25.39%
 

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
+25.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$68.8B
AUM Growth
+$12.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,762
New
Increased
Reduced
Closed

Top Sells

1 +$431M
2 +$223M
3 +$213M
4
HAL icon
Halliburton
HAL
+$211M
5
BMY icon
Bristol-Myers Squibb
BMY
+$204M

Sector Composition

1 Technology 17.28%
2 Financials 11.91%
3 Healthcare 11.8%
4 Consumer Discretionary 10.58%
5 Industrials 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2401
$718K ﹤0.01%
31,478
-27,381
2402
$717K ﹤0.01%
28,313
+784
2403
$713K ﹤0.01%
32,581
+23,705
2404
$712K ﹤0.01%
96,133
+36,260
2405
$712K ﹤0.01%
18,823
+5,653
2406
$712K ﹤0.01%
35,436
+15,837
2407
$712K ﹤0.01%
34,344
+18,321
2408
$710K ﹤0.01%
19,228
+16,756
2409
$709K ﹤0.01%
19,323
-7,368
2410
$707K ﹤0.01%
23,389
+18,722
2411
$706K ﹤0.01%
39,134
+25,237
2412
$703K ﹤0.01%
21,251
+5,433
2413
$703K ﹤0.01%
23,081
+19,670
2414
$702K ﹤0.01%
12,364
+651
2415
$701K ﹤0.01%
814
-1,656
2416
$698K ﹤0.01%
22,300
-135,370
2417
$698K ﹤0.01%
15,581
+13,929
2418
$696K ﹤0.01%
24,109
+21,212
2419
$692K ﹤0.01%
15,220
+6,118
2420
$690K ﹤0.01%
38,784
+33,237
2421
$685K ﹤0.01%
42,713
+24,496
2422
$684K ﹤0.01%
34,415
+29,672
2423
$682K ﹤0.01%
27,398
+14,988
2424
$682K ﹤0.01%
9,046
+3,707
2425
$681K ﹤0.01%
25,004
+17,154