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Barclays

Barclays Portfolio holdings

AUM $280B
1-Year Est. Return 34.19%
 

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
+34.19%
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
2651
$88K ﹤0.01%
4,832
-3,587
2652
$88K ﹤0.01%
7,456
-2,528
2653
$88K ﹤0.01%
2,517
+1,707
2654
$88K ﹤0.01%
1,580
-343
2655
$88K ﹤0.01%
5,420
2656
$88K ﹤0.01%
1,341
-901
2657
$88K ﹤0.01%
2,575
-294
2658
$88K ﹤0.01%
+4,629
2659
$87K ﹤0.01%
3,929
+3,790
2660
$87K ﹤0.01%
4,154
-379
2661
$87K ﹤0.01%
5,822
+1,575
2662
$86K ﹤0.01%
7,099
-2,895
2663
$86K ﹤0.01%
5,400
2664
$86K ﹤0.01%
1,267
-214
2665
$86K ﹤0.01%
1,860
+297
2666
$86K ﹤0.01%
8,633
+8,413
2667
$86K ﹤0.01%
28,495
-10,290
2668
$86K ﹤0.01%
3,921
+3,701
2669
$85K ﹤0.01%
2,925
-267
2670
$85K ﹤0.01%
4,748
-3,433
2671
$85K ﹤0.01%
4,709
+2,781
2672
$85K ﹤0.01%
767
-6,472
2673
$84K ﹤0.01%
5,233
-39,126
2674
$84K ﹤0.01%
10,634
+7,051
2675
$84K ﹤0.01%
6,937
-11,235