Barclays

Barclays Portfolio holdings

AUM $272B
1-Year Est. Return 16.92%
 

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
+16.92%
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 +$292M
2 +$288M
3 +$273M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$261M
5
NI icon
NiSource
NI
+$240M

Top Sells

1 +$2.05B
2 +$1.81B
3 +$1.01B
4
XOM icon
Exxon Mobil
XOM
+$862M
5
TSLA icon
Tesla
TSLA
+$834M

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
2976
$224K ﹤0.01%
19,774
+5,993
2977
$224K ﹤0.01%
+12,293
2978
$223K ﹤0.01%
57,806
+28,194
2979
$223K ﹤0.01%
83,623
+39,162
2980
$222K ﹤0.01%
+35,740
2981
$222K ﹤0.01%
+25,438
2982
$220K ﹤0.01%
43,312
+10,156
2983
$220K ﹤0.01%
9,129
2984
$219K ﹤0.01%
15,593
+2,431
2985
$219K ﹤0.01%
6,268
-10,222
2986
$219K ﹤0.01%
22,845
+10,010
2987
$218K ﹤0.01%
34,616
+16,863
2988
$218K ﹤0.01%
102,828
-3,963
2989
$218K ﹤0.01%
51,489
+1,489
2990
$217K ﹤0.01%
25,408
+7,544
2991
$217K ﹤0.01%
20,800
2992
$216K ﹤0.01%
12,555
+6,966
2993
$216K ﹤0.01%
9,000
-7,000
2994
$216K ﹤0.01%
35,056
+16,485
2995
$216K ﹤0.01%
50,270
+28,886
2996
$215K ﹤0.01%
16,983
+12,841
2997
$215K ﹤0.01%
151,340
+71,295
2998
$215K ﹤0.01%
47,437
+22,275
2999
$214K ﹤0.01%
29,000
+7,908
3000
$213K ﹤0.01%
9,678
-10,475