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
$71.3B
AUM Growth
+$9.68B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,662
New
Increased
Reduced
Closed

Top Buys

1 +$351M
2 +$320M
3 +$295M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$240M
5
XOM icon
Exxon Mobil
XOM
+$226M

Sector Composition

1 Technology 16.03%
2 Financials 10.98%
3 Healthcare 10.52%
4 Communication Services 8.58%
5 Consumer Discretionary 8.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2851
$246K ﹤0.01%
+39
2852
$245K ﹤0.01%
41,104
+16,275
2853
$245K ﹤0.01%
8,449
+3,670
2854
$244K ﹤0.01%
50,590
2855
$244K ﹤0.01%
13,278
+5,454
2856
$244K ﹤0.01%
+356
2857
$244K ﹤0.01%
7,148
-4,539
2858
$244K ﹤0.01%
14,242
-425
2859
$243K ﹤0.01%
6,650
-7,207
2860
$243K ﹤0.01%
17,453
+14,237
2861
$242K ﹤0.01%
54,196
+38,738
2862
$241K ﹤0.01%
5,829
+5,584
2863
$241K ﹤0.01%
4,241
-40,918
2864
$240K ﹤0.01%
7,407
+3,939
2865
$238K ﹤0.01%
15,211
+13,767
2866
$238K ﹤0.01%
13,692
+13,416
2867
$238K ﹤0.01%
40,441
-20,411
2868
$238K ﹤0.01%
8,957
+8,432
2869
$237K ﹤0.01%
+3,100
2870
$237K ﹤0.01%
905
+739
2871
$236K ﹤0.01%
3,498
-721
2872
$236K ﹤0.01%
16,435
+9,787
2873
$235K ﹤0.01%
34,724
+24,410
2874
$234K ﹤0.01%
10,063
-3,845
2875
$233K ﹤0.01%
2,680
+200