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
$43.2B
AUM Growth
-$2.82B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,483
New
Increased
Reduced
Closed

Top Buys

1 +$2.93B
2 +$297M
3 +$219M
4
JNJ icon
Johnson & Johnson
JNJ
+$210M
5
MCHI icon
iShares MSCI China ETF
MCHI
+$207M

Top Sells

1 +$1.2B
2 +$484M
3 +$333M
4
T icon
AT&T
T
+$279M
5
LO
LORILLARD INC COM STK
LO
+$255M

Sector Composition

1 Healthcare 13.66%
2 Technology 10.17%
3 Financials 7.75%
4 Energy 6.56%
5 Industrials 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2426
$64K ﹤0.01%
1,710
2427
$64K ﹤0.01%
21,453
+9,641
2428
$63K ﹤0.01%
1,677
-10,604
2429
$63K ﹤0.01%
10,586
+8,270
2430
$63K ﹤0.01%
1,500
2431
$63K ﹤0.01%
1,546
-1,771
2432
$62K ﹤0.01%
1,441
-57,269
2433
$62K ﹤0.01%
1,600
-4,152
2434
$62K ﹤0.01%
1,035
-9,724
2435
$62K ﹤0.01%
2,226
-2,201
2436
$62K ﹤0.01%
685
-254
2437
$62K ﹤0.01%
11,906
-1,035
2438
$62K ﹤0.01%
1,512
-14,069
2439
$62K ﹤0.01%
1,340
+279
2440
$61K ﹤0.01%
+6,133
2441
$60K ﹤0.01%
998
+867
2442
$60K ﹤0.01%
2,978
+776
2443
$60K ﹤0.01%
1,309
-38,691
2444
$60K ﹤0.01%
4,304
+2,824
2445
$60K ﹤0.01%
783
-37,529
2446
$59K ﹤0.01%
28,936
-20,977
2447
$59K ﹤0.01%
3,090
2448
$59K ﹤0.01%
+2,100
2449
$59K ﹤0.01%
2,104
-1,050
2450
$59K ﹤0.01%
4,199
-290,311