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
$50.3B
AUM Growth
+$240M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,721
New
Increased
Reduced
Closed

Top Buys

1 +$637M
2 +$506M
3 +$438M
4
XRT icon
State Street SPDR S&P Retail ETF
XRT
+$277M
5
CMCSA icon
Comcast
CMCSA
+$215M

Top Sells

1 +$298M
2 +$235M
3 +$188M
4
AAPL icon
Apple
AAPL
+$180M
5
BRCM
BROADCOM CORP CL-A
BRCM
+$157M

Sector Composition

1 Healthcare 9.19%
2 Energy 8.78%
3 Technology 7.83%
4 Communication Services 7.03%
5 Financials 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2551
$110K ﹤0.01%
6,147
-260
2552
$110K ﹤0.01%
3,437
-23,757
2553
$110K ﹤0.01%
2,078
+408
2554
$110K ﹤0.01%
2,879
-664
2555
$109K ﹤0.01%
109,298
+97,442
2556
$109K ﹤0.01%
1,595
+1,372
2557
$109K ﹤0.01%
5,468
-2,533
2558
$109K ﹤0.01%
1,809
-7,317
2559
$108K ﹤0.01%
4,706
+2,123
2560
$108K ﹤0.01%
3,197
-7,200
2561
$108K ﹤0.01%
2,740
-2,815
2562
$108K ﹤0.01%
21,462
-6,423
2563
$108K ﹤0.01%
13,533
-48,167
2564
$108K ﹤0.01%
9,904
-1,651
2565
$108K ﹤0.01%
17,919
+7,616
2566
$107K ﹤0.01%
4,664
-2,576
2567
$107K ﹤0.01%
541
+71
2568
$107K ﹤0.01%
2,055
-8,454
2569
$107K ﹤0.01%
4,248
+2,300
2570
$106K ﹤0.01%
2,300
-41,503
2571
$106K ﹤0.01%
17,702
-3,211
2572
$106K ﹤0.01%
3,143
+533
2573
$106K ﹤0.01%
9,600
+7,300
2574
$105K ﹤0.01%
2,100
2575
$105K ﹤0.01%
1,382
+385