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
$42.4B
AUM Growth
+$8.64B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,393
New
Increased
Reduced
Closed

Top Buys

1 +$1.04B
2 +$753M
3 +$717M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$653M
5
MSFT icon
Microsoft
MSFT
+$421M

Top Sells

1 +$380M
2 +$235M
3 +$211M
4
LLTC
Linear Technology Corp
LLTC
+$175M
5
FXI icon
iShares China Large-Cap ETF
FXI
+$141M

Sector Composition

1 Technology 12.47%
2 Healthcare 11.39%
3 Financials 9.24%
4 Communication Services 8.46%
5 Consumer Discretionary 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2601
$139K ﹤0.01%
+3,700
2602
$139K ﹤0.01%
16,062
-10,125
2603
$139K ﹤0.01%
2,780
-1,500
2604
$139K ﹤0.01%
3,580
+1,893
2605
$138K ﹤0.01%
21,881
+6,854
2606
$138K ﹤0.01%
+58,605
2607
$138K ﹤0.01%
+14,954
2608
$138K ﹤0.01%
10,982
+10,922
2609
$138K ﹤0.01%
3,565
-2,285
2610
$138K ﹤0.01%
4,200
2611
$138K ﹤0.01%
5,203
+4,955
2612
$137K ﹤0.01%
48,936
+41,278
2613
$137K ﹤0.01%
9,005
+6,802
2614
$136K ﹤0.01%
16,057
-5,241
2615
$136K ﹤0.01%
24,975
+23,265
2616
$136K ﹤0.01%
5,254
-10,506
2617
$136K ﹤0.01%
5,425
+4,763
2618
$136K ﹤0.01%
7,898
+7,487
2619
$136K ﹤0.01%
3,744
-3,411
2620
$135K ﹤0.01%
9,001
-6,944
2621
$135K ﹤0.01%
7,989
+4,078
2622
$135K ﹤0.01%
21
+8
2623
$135K ﹤0.01%
376
+329
2624
$135K ﹤0.01%
3,258
-1,460
2625
$135K ﹤0.01%
34,939
+34,270