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
2626
$426K ﹤0.01%
18,507
-29,893
2627
$425K ﹤0.01%
12,500
2628
$424K ﹤0.01%
11,429
+759
2629
$424K ﹤0.01%
2,313
+948
2630
$423K ﹤0.01%
22,254
-1,038
2631
$421K ﹤0.01%
6,285
-14,141
2632
$421K ﹤0.01%
58,133
+9,858
2633
$419K ﹤0.01%
3,348
+3,346
2634
$416K ﹤0.01%
11,554
+9,352
2635
$416K ﹤0.01%
7,481
+1,905
2636
$414K ﹤0.01%
49,669
+17,036
2637
$413K ﹤0.01%
38,167
+18,770
2638
$413K ﹤0.01%
+4,820
2639
$411K ﹤0.01%
6,062
+2
2640
$410K ﹤0.01%
467
+307
2641
$410K ﹤0.01%
19,863
-61,777
2642
$410K ﹤0.01%
9,118
+1,330
2643
$410K ﹤0.01%
+13,204
2644
$409K ﹤0.01%
33,822
-2,192
2645
$408K ﹤0.01%
30,732
+30,685
2646
$406K ﹤0.01%
4,274
+3,867
2647
$404K ﹤0.01%
106,976
-86,881
2648
$404K ﹤0.01%
37,293
-9,358
2649
$400K ﹤0.01%
17,329
+14,724
2650
$399K ﹤0.01%
17,532
-891