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
$84.3B
AUM Growth
+$22.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,162
New
Increased
Reduced
Closed

Top Buys

1 +$2.17B
2 +$1.82B
3 +$1.37B
4
LIN icon
Linde
LIN
+$756M
5
DD icon
DuPont de Nemours
DD
+$595M

Top Sells

1 +$1.51B
2 +$315M
3 +$314M
4
MSFT icon
Microsoft
MSFT
+$264M
5
IAC icon
IAC Inc
IAC
+$239M

Sector Composition

1 Technology 17.81%
2 Financials 12.09%
3 Healthcare 10.06%
4 Consumer Discretionary 9.71%
5 Communication Services 9.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2451
$336K ﹤0.01%
8,267
-8,469
2452
$335K ﹤0.01%
60,431
+13,808
2453
$335K ﹤0.01%
23,642
-6,201
2454
$335K ﹤0.01%
2,783
+109
2455
$334K ﹤0.01%
10,015
+2,699
2456
$333K ﹤0.01%
37,495
+28,300
2457
$332K ﹤0.01%
29,636
-6,574
2458
$332K ﹤0.01%
29,979
-11,467
2459
$330K ﹤0.01%
18,622
-4,125
2460
$328K ﹤0.01%
4,060
2461
$328K ﹤0.01%
15,795
-3,137
2462
$327K ﹤0.01%
9,686
-4,431
2463
$325K ﹤0.01%
12,846
-2,594
2464
$324K ﹤0.01%
3,396
-656
2465
$324K ﹤0.01%
1,402
-195
2466
$324K ﹤0.01%
37,984
+12,277
2467
$324K ﹤0.01%
30,038
-1,168
2468
$324K ﹤0.01%
4,573
+474
2469
$323K ﹤0.01%
40,985
-8,806
2470
$322K ﹤0.01%
31,625
+14,493
2471
$322K ﹤0.01%
2,869
-10,271
2472
$322K ﹤0.01%
19,929
-8,879
2473
$320K ﹤0.01%
10,250
2474
$319K ﹤0.01%
9,360
-1,954
2475
$319K ﹤0.01%
3,668
-25,395