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
$44B
AUM Growth
+$1.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,428
New
Increased
Reduced
Closed

Top Sells

1 +$1.64B
2 +$1.04B
3 +$856M
4
MSFT icon
Microsoft
MSFT
+$597M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$537M

Sector Composition

1 Technology 12.99%
2 Healthcare 10.44%
3 Financials 8.64%
4 Consumer Discretionary 7.73%
5 Communication Services 7.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3101
$30K ﹤0.01%
1,676
+1,551
3102
$30K ﹤0.01%
2,017
+1,623
3103
$29K ﹤0.01%
+3,106
3104
$29K ﹤0.01%
1,978
+1,934
3105
$29K ﹤0.01%
1,219
+1,147
3106
$29K ﹤0.01%
+1,428
3107
$29K ﹤0.01%
556
-3,156
3108
$29K ﹤0.01%
1,876
-10,046
3109
$29K ﹤0.01%
1,609
-913
3110
$28K ﹤0.01%
+1,751
3111
$28K ﹤0.01%
2,300
3112
$28K ﹤0.01%
1,319
+322
3113
$28K ﹤0.01%
1,208
+1,154
3114
$28K ﹤0.01%
364
-966
3115
$28K ﹤0.01%
1,753
-7,537
3116
$28K ﹤0.01%
2,666
-24,515
3117
$28K ﹤0.01%
1,108
+987
3118
$28K ﹤0.01%
18,200
-3,200
3119
$27K ﹤0.01%
1,339
3120
$27K ﹤0.01%
+1,873
3121
$27K ﹤0.01%
1,924
+1,727
3122
$27K ﹤0.01%
1,000
3123
$27K ﹤0.01%
698
-53
3124
$27K ﹤0.01%
612
-688
3125
$27K ﹤0.01%
148
-1,119