Barclays

Barclays Portfolio holdings

AUM $249B
1-Year Est. Return 25.39%
 

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
+25.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$44B
AUM Growth
+$1.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,428
New
Increased
Reduced
Closed

Top Sells

1 +$1.62B
2 +$1.02B
3 +$860M
4
MSFT icon
Microsoft
MSFT
+$594M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$517M

Sector Composition

1 Technology 12.99%
2 Healthcare 10.44%
3 Financials 8.64%
4 Consumer Discretionary 7.73%
5 Communication Services 7.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2901
$57K ﹤0.01%
2,740
-152,006
2902
$57K ﹤0.01%
5,600
-12,200
2903
$57K ﹤0.01%
700
-4,687
2904
$57K ﹤0.01%
4,900
+3,500
2905
$57K ﹤0.01%
15,575
-50,914
2906
$56K ﹤0.01%
237
+216
2907
$56K ﹤0.01%
+60
2908
$56K ﹤0.01%
1,241
-12,555
2909
$56K ﹤0.01%
2,745
-29,033
2910
$56K ﹤0.01%
1,821
+1,109
2911
$56K ﹤0.01%
3,405
-5,079
2912
$56K ﹤0.01%
+3,944
2913
$56K ﹤0.01%
3,398
-14,376
2914
$55K ﹤0.01%
3,171
-3,347
2915
$55K ﹤0.01%
1,000
2916
$55K ﹤0.01%
1,331
-3,105
2917
$55K ﹤0.01%
2,645
-1,615
2918
$55K ﹤0.01%
2,253
-266
2919
$55K ﹤0.01%
4,021
-4,320
2920
$54K ﹤0.01%
11,116
-36,481
2921
$54K ﹤0.01%
3,884
+3,259
2922
$54K ﹤0.01%
4,816
+3,577
2923
$54K ﹤0.01%
311
-1,284
2924
$54K ﹤0.01%
1,676
2925
$54K ﹤0.01%
1,112
+948