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
2876
$233K ﹤0.01%
14,819
+11,852
2877
$232K ﹤0.01%
95,057
-6,000
2878
$229K ﹤0.01%
13,241
+11,358
2879
$228K ﹤0.01%
1,827
+234
2880
$228K ﹤0.01%
+109
2881
$228K ﹤0.01%
+5,869
2882
$228K ﹤0.01%
+14,700
2883
$227K ﹤0.01%
4,634
+4,524
2884
$227K ﹤0.01%
+26,980
2885
$226K ﹤0.01%
35,500
-686
2886
$226K ﹤0.01%
9,236
+7,613
2887
$226K ﹤0.01%
6,040
+5,685
2888
$226K ﹤0.01%
16,565
-70,914
2889
$225K ﹤0.01%
3,748
+3,400
2890
$225K ﹤0.01%
45,078
+19,416
2891
$225K ﹤0.01%
13,202
+2,265
2892
$224K ﹤0.01%
17,991
+13,235
2893
$222K ﹤0.01%
13,993
+4,573
2894
$222K ﹤0.01%
+18,179
2895
$222K ﹤0.01%
4,414
+3,105
2896
$222K ﹤0.01%
15,012
-1,376
2897
$222K ﹤0.01%
46,226
+37,713
2898
$221K ﹤0.01%
33,090
+31,652
2899
$221K ﹤0.01%
24,719
+16,833
2900
$221K ﹤0.01%
+16,391