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
2926
$250K ﹤0.01%
60,457
+23,465
2927
$250K ﹤0.01%
19,813
+9,294
2928
$250K ﹤0.01%
1,771
+1,124
2929
$249K ﹤0.01%
10,003
+1,305
2930
$248K ﹤0.01%
43,785
-59,029
2931
$247K ﹤0.01%
+4,970
2932
$246K ﹤0.01%
11,132
+4,241
2933
$245K ﹤0.01%
19,742
+3,290
2934
$243K ﹤0.01%
57,790
-110,480
2935
$243K ﹤0.01%
40,599
+23,967
2936
$242K ﹤0.01%
18,109
-7,988
2937
$241K ﹤0.01%
5,378
+2,531
2938
$241K ﹤0.01%
+39,255
2939
$240K ﹤0.01%
9,739
+648
2940
$240K ﹤0.01%
9,822
+3,714
2941
$238K ﹤0.01%
13,958
+2,819
2942
$238K ﹤0.01%
17,138
+1,686
2943
$238K ﹤0.01%
47,409
+37,550
2944
$237K ﹤0.01%
26,121
-10,758
2945
$237K ﹤0.01%
15,491
-9,319
2946
$237K ﹤0.01%
197,667
+98,634
2947
$237K ﹤0.01%
12,965
-59,041
2948
$236K ﹤0.01%
21,593
-154,572
2949
$235K ﹤0.01%
26,976
-20,799
2950
$235K ﹤0.01%
59,529
-22,993