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
$42.4B
AUM Growth
+$8.64B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,393
New
Increased
Reduced
Closed

Top Buys

1 +$1.04B
2 +$753M
3 +$717M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$653M
5
MSFT icon
Microsoft
MSFT
+$421M

Top Sells

1 +$380M
2 +$235M
3 +$211M
4
LLTC
Linear Technology Corp
LLTC
+$175M
5
FXI icon
iShares China Large-Cap ETF
FXI
+$141M

Sector Composition

1 Technology 12.47%
2 Healthcare 11.39%
3 Financials 9.24%
4 Communication Services 8.46%
5 Consumer Discretionary 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3001
$51K ﹤0.01%
965
-2,849
3002
$51K ﹤0.01%
1,300
+880
3003
$50K ﹤0.01%
1,800
3004
$50K ﹤0.01%
12,500
3005
$50K ﹤0.01%
2,533
+331
3006
$50K ﹤0.01%
+3,616
3007
$50K ﹤0.01%
10,473
+10,401
3008
$50K ﹤0.01%
+1,900
3009
$49K ﹤0.01%
1,568
+911
3010
$49K ﹤0.01%
+2,336
3011
$49K ﹤0.01%
1,136
-865
3012
$49K ﹤0.01%
1,260
3013
$49K ﹤0.01%
+2,218
3014
$49K ﹤0.01%
8,580
+8,306
3015
$49K ﹤0.01%
1,637
-464
3016
$49K ﹤0.01%
2,856
+2,504
3017
$49K ﹤0.01%
2,522
+2,254
3018
$48K ﹤0.01%
803
-307
3019
$48K ﹤0.01%
580
-20,673
3020
$48K ﹤0.01%
5,983
-55,596
3021
$48K ﹤0.01%
+2,900
3022
$48K ﹤0.01%
5,660
+5,549
3023
$48K ﹤0.01%
13,086
+12,347
3024
$48K ﹤0.01%
1,794
-13,998
3025
$48K ﹤0.01%
3,235
+1,659