Barclays

Barclays Portfolio holdings

AUM $272B
1-Year Est. Return 16.92%
 

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
+16.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$96.4B
AUM Growth
-$19.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,701
New
Increased
Reduced
Closed

Top Buys

1 +$292M
2 +$288M
3 +$273M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$261M
5
NI icon
NiSource
NI
+$240M

Top Sells

1 +$2.05B
2 +$1.81B
3 +$1.01B
4
XOM icon
Exxon Mobil
XOM
+$862M
5
TSLA icon
Tesla
TSLA
+$834M

Sector Composition

1 Technology 27.57%
2 Consumer Discretionary 11.38%
3 Healthcare 10.81%
4 Financials 10.71%
5 Communication Services 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2476
$559K ﹤0.01%
75,930
+27,903
2477
$557K ﹤0.01%
20,675
-16,546
2478
$556K ﹤0.01%
28,451
+18,822
2479
$556K ﹤0.01%
16,989
+7,554
2480
$556K ﹤0.01%
17,399
+8,265
2481
$555K ﹤0.01%
67,198
+63,052
2482
$555K ﹤0.01%
6,104
+5,384
2483
$554K ﹤0.01%
30,921
+4,220
2484
$554K ﹤0.01%
7,782
+1,325
2485
$553K ﹤0.01%
32,247
+9,991
2486
$553K ﹤0.01%
12,549
-12,354
2487
$552K ﹤0.01%
49,047
+2,252
2488
$551K ﹤0.01%
26,402
+2,682
2489
$550K ﹤0.01%
5,106
+5,100
2490
$550K ﹤0.01%
7,198
-18,930
2491
$549K ﹤0.01%
55,290
+23,629
2492
$548K ﹤0.01%
6,511
+374
2493
$548K ﹤0.01%
143,110
+42,175
2494
$547K ﹤0.01%
25,906
-4,769
2495
$546K ﹤0.01%
77,192
+34,056
2496
$545K ﹤0.01%
46,749
+22,046
2497
$545K ﹤0.01%
56,502
-2,066
2498
$544K ﹤0.01%
39,250
+3,409
2499
$544K ﹤0.01%
20,188
+9,477
2500
$543K ﹤0.01%
38,736
+33,030