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
3001
$213K ﹤0.01%
50,250
+45,717
3002
$213K ﹤0.01%
7,912
+432
3003
$213K ﹤0.01%
13,142
+6,163
3004
$213K ﹤0.01%
9,678
-10,475
3005
$212K ﹤0.01%
1,120
+132
3006
$212K ﹤0.01%
5,703
3007
$211K ﹤0.01%
9,816
+4,521
3008
$211K ﹤0.01%
25,406
+8,979
3009
$211K ﹤0.01%
24,498
+11,492
3010
$210K ﹤0.01%
73,564
+34,636
3011
$210K ﹤0.01%
39,339
-67,979
3012
$209K ﹤0.01%
1,080
+506
3013
$209K ﹤0.01%
6,365
+421
3014
$209K ﹤0.01%
16,074
+2,682
3015
$208K ﹤0.01%
75,533
+30,509
3016
$208K ﹤0.01%
+12,193
3017
$207K ﹤0.01%
5,434
+2,592
3018
$207K ﹤0.01%
7,376
+2,242
3019
$206K ﹤0.01%
6,953
+2,107
3020
$205K ﹤0.01%
30,251
-66,032
3021
$205K ﹤0.01%
6,720
-5,110
3022
$205K ﹤0.01%
16,257
+7,797
3023
$205K ﹤0.01%
2,679
+1,231
3024
$205K ﹤0.01%
18,440
+1,281
3025
$204K ﹤0.01%
7,708
-14,311