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
$42.4B
AUM Growth
+$8.64B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,393
New
Increased
Reduced
Closed

Top Buys

1 +$1.04B
2 +$753M
3 +$717M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$653M
5
MSFT icon
Microsoft
MSFT
+$421M

Top Sells

1 +$380M
2 +$235M
3 +$211M
4
LLTC
Linear Technology Corp
LLTC
+$175M
5
FXI icon
iShares China Large-Cap ETF
FXI
+$141M

Sector Composition

1 Technology 12.47%
2 Healthcare 11.39%
3 Financials 9.24%
4 Communication Services 8.46%
5 Consumer Discretionary 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2851
$78K ﹤0.01%
+3,500
2852
$78K ﹤0.01%
1,829
+1,076
2853
$78K ﹤0.01%
4,547
+65
2854
$78K ﹤0.01%
1,931
+1,789
2855
$77K ﹤0.01%
2,802
+1,916
2856
$77K ﹤0.01%
+3,351
2857
$77K ﹤0.01%
1,583
-12,718
2858
$77K ﹤0.01%
1,611
-5,282
2859
$77K ﹤0.01%
19,069
-67,875
2860
$77K ﹤0.01%
+822
2861
$77K ﹤0.01%
2,776
-952
2862
$76K ﹤0.01%
5,892
-9,833
2863
$76K ﹤0.01%
6,141
+5,467
2864
$76K ﹤0.01%
1,566
+97
2865
$75K ﹤0.01%
3,713
+3,192
2866
$75K ﹤0.01%
6,762
2867
$75K ﹤0.01%
643
-389
2868
$75K ﹤0.01%
+1,200
2869
$75K ﹤0.01%
2,985
+2,234
2870
$75K ﹤0.01%
4,338
+3,831
2871
$75K ﹤0.01%
+1,875
2872
$74K ﹤0.01%
836
-114
2873
$74K ﹤0.01%
38,200
-55,700
2874
$74K ﹤0.01%
2,143
+1,600
2875
$74K ﹤0.01%
2,791
+1,609