Barclays

Barclays Portfolio holdings

AUM $272B
1-Year Est. Return 16.92%
 

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
+16.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$96.4B
AUM Growth
-$19.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,701
New
Increased
Reduced
Closed

Top Buys

1 +$292M
2 +$288M
3 +$273M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$261M
5
NI icon
NiSource
NI
+$240M

Top Sells

1 +$2.05B
2 +$1.81B
3 +$1.01B
4
XOM icon
Exxon Mobil
XOM
+$862M
5
TSLA icon
Tesla
TSLA
+$834M

Sector Composition

1 Technology 27.57%
2 Consumer Discretionary 11.38%
3 Healthcare 10.81%
4 Financials 10.71%
5 Communication Services 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2651
$426K ﹤0.01%
82,504
+8,568
2652
$425K ﹤0.01%
5,273
+2,615
2653
$423K ﹤0.01%
15,203
+1,709
2654
$423K ﹤0.01%
26,574
+7,398
2655
$422K ﹤0.01%
54,959
+11,155
2656
$421K ﹤0.01%
28,301
+14,899
2657
$421K ﹤0.01%
24,692
+12,311
2658
$420K ﹤0.01%
11,652
+7,771
2659
$420K ﹤0.01%
25,132
-12,361
2660
$419K ﹤0.01%
51,672
+35,702
2661
$419K ﹤0.01%
+84,544
2662
$418K ﹤0.01%
6,333
-639
2663
$417K ﹤0.01%
24,277
+1,584
2664
$417K ﹤0.01%
270,722
+46,146
2665
$416K ﹤0.01%
29,775
+14,007
2666
$416K ﹤0.01%
+8,978
2667
$415K ﹤0.01%
13,190
2668
$414K ﹤0.01%
19,720
-3,354
2669
$413K ﹤0.01%
9,418
+4,680
2670
$413K ﹤0.01%
104,269
+49,037
2671
$411K ﹤0.01%
75,000
-104,724
2672
$410K ﹤0.01%
8,187
-12,379
2673
$410K ﹤0.01%
119,880
+50,046
2674
$408K ﹤0.01%
40,101
+3,862
2675
$408K ﹤0.01%
15,843
+7,430