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Barclays

Barclays Portfolio holdings

AUM $280B
1-Year Est. Return 34.19%
 

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
+34.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$62.7B
AUM Growth
+$20.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,440
New
Increased
Reduced
Closed

Top Buys

1 +$1.24B
2 +$433M
3 +$419M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$332M
5
RTX icon
RTX Corp
RTX
+$322M

Top Sells

1 +$267M
2 +$181M
3 +$134M
4
IQV icon
IQVIA
IQV
+$134M
5
LVLT
Level 3 Communications Inc
LVLT
+$121M

Sector Composition

1 Technology 13.81%
2 Financials 11.67%
3 Healthcare 11.33%
4 Consumer Discretionary 10.16%
5 Communication Services 7.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3101
$70K ﹤0.01%
2,184
+1,802
3102
$69K ﹤0.01%
464
+391
3103
$69K ﹤0.01%
914
-1,786
3104
$69K ﹤0.01%
6,626
+6,625
3105
$69K ﹤0.01%
2,747
+468
3106
$69K ﹤0.01%
1,003
-2,730
3107
$69K ﹤0.01%
1,833
+1,467
3108
$69K ﹤0.01%
22,484
+22,352
3109
$68K ﹤0.01%
8,098
+7,631
3110
$68K ﹤0.01%
2,645
+2,258
3111
$68K ﹤0.01%
4,499
-1,736
3112
$68K ﹤0.01%
12,900
+7,400
3113
$68K ﹤0.01%
1,638
3114
$68K ﹤0.01%
+1,753
3115
$68K ﹤0.01%
26,400
3116
$67K ﹤0.01%
242
+206
3117
$67K ﹤0.01%
7,579
-1,060
3118
$67K ﹤0.01%
1,784
+1,626
3119
$67K ﹤0.01%
1,337
-363
3120
$66K ﹤0.01%
6,550
+6,544
3121
$66K ﹤0.01%
1,997
+1,726
3122
$66K ﹤0.01%
2,619
+2,151
3123
$65K ﹤0.01%
4,990
+4,274
3124
$65K ﹤0.01%
1,941
+1,535
3125
$65K ﹤0.01%
1,393
+1,156