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
$96.4B
AUM Growth
-$19.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,701
New
Increased
Reduced
Closed

Top Buys

1 +$284M
2 +$284M
3 +$268M
4
VMW
VMware, Inc
VMW
+$263M
5
NI icon
NiSource
NI
+$234M

Top Sells

1 +$1.82B
2 +$1.62B
3 +$1.03B
4
XOM icon
Exxon Mobil
XOM
+$869M
5
TSLA icon
Tesla
TSLA
+$701M

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
2901
$263K ﹤0.01%
23,031
+10,938
2902
$263K ﹤0.01%
8,391
+3,939
2903
$262K ﹤0.01%
68,027
+34,661
2904
$261K ﹤0.01%
10,035
-2,367
2905
$260K ﹤0.01%
19,866
+733
2906
$260K ﹤0.01%
13,554
+5,353
2907
$260K ﹤0.01%
22,062
+1,552
2908
$260K ﹤0.01%
14,786
+462
2909
$259K ﹤0.01%
13,435
2910
$259K ﹤0.01%
10,644
+3,535
2911
$258K ﹤0.01%
11,805
+6,032
2912
$258K ﹤0.01%
17,262
+8,096
2913
$257K ﹤0.01%
9,457
+4,453
2914
$257K ﹤0.01%
+6,712
2915
$256K ﹤0.01%
32,090
2916
$256K ﹤0.01%
4,740
-1,765
2917
$255K ﹤0.01%
29,631
-8,392
2918
$255K ﹤0.01%
160,427
-2,594
2919
$255K ﹤0.01%
46,535
+34,906
2920
$255K ﹤0.01%
12,600
+3,800
2921
$254K ﹤0.01%
15,003
+7,072
2922
$254K ﹤0.01%
6,541
+2,581
2923
$254K ﹤0.01%
13,560
2924
$253K ﹤0.01%
26,837
+12,651
2925
$252K ﹤0.01%
9,895
+9,684