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
3026
$162K ﹤0.01%
236
-2,875
3027
$162K ﹤0.01%
45,414
+44,600
3028
$162K ﹤0.01%
9,519
-5,768
3029
$162K ﹤0.01%
+10,600
3030
$162K ﹤0.01%
13,495
-26,328
3031
$162K ﹤0.01%
+9,524
3032
$161K ﹤0.01%
6,985
+2,843
3033
$160K ﹤0.01%
12,711
+11,727
3034
$160K ﹤0.01%
9,909
+1,507
3035
$159K ﹤0.01%
21,005
+7,415
3036
$159K ﹤0.01%
7,176
+3,672
3037
$158K ﹤0.01%
13,969
+13,203
3038
$158K ﹤0.01%
4,777
+4,221
3039
$158K ﹤0.01%
+5,250
3040
$158K ﹤0.01%
7,237
+2,044
3041
$157K ﹤0.01%
3,585
3042
$156K ﹤0.01%
3,581
+2,762
3043
$156K ﹤0.01%
3,510
+3,264
3044
$156K ﹤0.01%
2,560
-8,311
3045
$156K ﹤0.01%
3,709
+3,301
3046
$155K ﹤0.01%
654
+23
3047
$155K ﹤0.01%
8,032
+7,212
3048
$155K ﹤0.01%
+195
3049
$155K ﹤0.01%
20,180
+9,247
3050
$155K ﹤0.01%
3,392
-53,344