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
2426
$80K ﹤0.01%
9,922
-5,454
2427
$80K ﹤0.01%
+3,825
2428
$80K ﹤0.01%
2,269
+1,590
2429
$80K ﹤0.01%
40,401
-7,185
2430
$80K ﹤0.01%
1,623
-1,507
2431
$79K ﹤0.01%
15,794
-34,081
2432
$79K ﹤0.01%
411
-738
2433
$79K ﹤0.01%
5,709
-31,767
2434
$79K ﹤0.01%
5,045
-4,875
2435
$79K ﹤0.01%
281
-45,808
2436
$79K ﹤0.01%
15,801
-3,265
2437
$79K ﹤0.01%
26,298
-1,709
2438
$78K ﹤0.01%
1,592
-4,020
2439
$77K ﹤0.01%
3,247
-1,061
2440
$76K ﹤0.01%
1,430
+550
2441
$76K ﹤0.01%
8,398
-5,605
2442
$76K ﹤0.01%
5,913
-2,994
2443
$76K ﹤0.01%
7,601
-1,142
2444
$75K ﹤0.01%
1,528
+1,128
2445
$75K ﹤0.01%
18,816
+1,439
2446
$75K ﹤0.01%
2,148
-1,995
2447
$75K ﹤0.01%
186
-2,713
2448
$75K ﹤0.01%
1,000
2449
$75K ﹤0.01%
1,746
-138,321
2450
$75K ﹤0.01%
4,564
-47,574