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
2726
$375K ﹤0.01%
86,112
-40,210
2727
$375K ﹤0.01%
13,208
+6,248
2728
$374K ﹤0.01%
9,502
+1,856
2729
$374K ﹤0.01%
80,406
+50,349
2730
$374K ﹤0.01%
3,900
+2,400
2731
$373K ﹤0.01%
45,840
+21,692
2732
$372K ﹤0.01%
23,159
+8,433
2733
$371K ﹤0.01%
16,212
-15,275
2734
$371K ﹤0.01%
21,503
+6,399
2735
$371K ﹤0.01%
224,478
+156,016
2736
$370K ﹤0.01%
19,561
2737
$370K ﹤0.01%
32,088
+7,845
2738
$370K ﹤0.01%
14,247
+2,287
2739
$370K ﹤0.01%
56,391
+22,484
2740
$369K ﹤0.01%
42,274
+20,231
2741
$369K ﹤0.01%
110,776
2742
$369K ﹤0.01%
7,085
-12,577
2743
$368K ﹤0.01%
38,315
-131,173
2744
$367K ﹤0.01%
95,068
+24,102
2745
$367K ﹤0.01%
7,306
+1,085
2746
$366K ﹤0.01%
60,429
+14,099
2747
$365K ﹤0.01%
87,465
+13,331
2748
$365K ﹤0.01%
18,579
+2,974
2749
$361K ﹤0.01%
41,758
+19,602
2750
$361K ﹤0.01%
46,035
+22,207