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
2976
$183K ﹤0.01%
3,500
-12,200
2977
$182K ﹤0.01%
+1,750
2978
$182K ﹤0.01%
11,336
+10,173
2979
$182K ﹤0.01%
9,670
+9,085
2980
$182K ﹤0.01%
13,114
+7,248
2981
$181K ﹤0.01%
8,245
+7,421
2982
$181K ﹤0.01%
4,200
2983
$181K ﹤0.01%
89,332
-4,623
2984
$180K ﹤0.01%
29,189
+5,585
2985
$179K ﹤0.01%
6,377
+6,205
2986
$179K ﹤0.01%
+1,700
2987
$179K ﹤0.01%
5,058
2988
$178K ﹤0.01%
5,753
+4,751
2989
$178K ﹤0.01%
5,473
+2,794
2990
$178K ﹤0.01%
1,622
-1,500
2991
$178K ﹤0.01%
5,024
+2,554
2992
$177K ﹤0.01%
9,500
-104,875
2993
$176K ﹤0.01%
+16,793
2994
$176K ﹤0.01%
104,410
-380,900
2995
$176K ﹤0.01%
6,129
+5,289
2996
$176K ﹤0.01%
1,634
+434
2997
$176K ﹤0.01%
4,891
-8,596
2998
$175K ﹤0.01%
25,393
+7,593
2999
$175K ﹤0.01%
29,471
-6,729
3000
$175K ﹤0.01%
10,148
+8,239