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
$71.3B
AUM Growth
+$9.68B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,662
New
Increased
Reduced
Closed

Top Buys

1 +$351M
2 +$320M
3 +$295M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$240M
5
XOM icon
Exxon Mobil
XOM
+$226M

Sector Composition

1 Technology 16.03%
2 Financials 10.98%
3 Healthcare 10.52%
4 Communication Services 8.58%
5 Consumer Discretionary 8.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2501
$534K ﹤0.01%
29,294
+24,391
2502
$534K ﹤0.01%
+29,900
2503
$532K ﹤0.01%
42,028
-27,598
2504
$532K ﹤0.01%
16,328
+8,387
2505
$532K ﹤0.01%
41,576
-33,000
2506
$529K ﹤0.01%
+16,556
2507
$529K ﹤0.01%
33,477
+17,260
2508
$528K ﹤0.01%
14,799
+9,920
2509
$526K ﹤0.01%
46,072
-716,000
2510
$525K ﹤0.01%
31,784
-3,973
2511
$524K ﹤0.01%
15,709
-29,107
2512
$524K ﹤0.01%
24,072
+6,348
2513
$524K ﹤0.01%
4,165
-1,644
2514
$524K ﹤0.01%
39,608
-15,854
2515
$524K ﹤0.01%
4,737
+3,512
2516
$523K ﹤0.01%
35,102
-2,907
2517
$522K ﹤0.01%
2,267
+2,078
2518
$522K ﹤0.01%
9,354
-1,797
2519
$521K ﹤0.01%
23,631
+10,906
2520
$519K ﹤0.01%
72,048
-815
2521
$518K ﹤0.01%
13,300
-10,877
2522
$518K ﹤0.01%
20,696
+7,834
2523
$517K ﹤0.01%
31,129
+15,410
2524
$516K ﹤0.01%
73,292
-21,161
2525
$514K ﹤0.01%
6,117
-5,302