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
$96.4B
AUM Growth
-$19.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,701
New
Increased
Reduced
Closed

Top Buys

1 +$284M
2 +$284M
3 +$268M
4
VMW
VMware, Inc
VMW
+$263M
5
NI icon
NiSource
NI
+$234M

Top Sells

1 +$1.82B
2 +$1.62B
3 +$1.03B
4
XOM icon
Exxon Mobil
XOM
+$869M
5
TSLA icon
Tesla
TSLA
+$701M

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
2676
$408K ﹤0.01%
9,100
+3,521
2677
$408K ﹤0.01%
60,674
-78,450
2678
$407K ﹤0.01%
17,819
+758
2679
$407K ﹤0.01%
15,274
-1,393
2680
$405K ﹤0.01%
82,634
-2,533
2681
$404K ﹤0.01%
13,755
+7,568
2682
$404K ﹤0.01%
17,423
+1,112
2683
$404K ﹤0.01%
35,218
+20,817
2684
$403K ﹤0.01%
68,810
+8,207
2685
$403K ﹤0.01%
23,849
+13,391
2686
$403K ﹤0.01%
32,985
+5,171
2687
$402K ﹤0.01%
57,438
+25,225
2688
$402K ﹤0.01%
39,783
+11,043
2689
$401K ﹤0.01%
3,832
+1,805
2690
$401K ﹤0.01%
61,298
-840
2691
$398K ﹤0.01%
15,535
+9,439
2692
$398K ﹤0.01%
62,547
+23,212
2693
$398K ﹤0.01%
17,476
-7,386
2694
$397K ﹤0.01%
36,602
+12,979
2695
$397K ﹤0.01%
129,269
+76,096
2696
$396K ﹤0.01%
10,059
-15,514
2697
$396K ﹤0.01%
58,741
+3,943
2698
$396K ﹤0.01%
18,765
+11,940
2699
$394K ﹤0.01%
19,075
+1,143
2700
$392K ﹤0.01%
91,861
+43,663