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
$41.4B
AUM Growth
+$950M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,604
New
Increased
Reduced
Closed

Top Buys

1 +$1.36B
2 +$236M
3 +$223M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$222M
5
SO icon
Southern Company
SO
+$182M

Top Sells

1 +$724M
2 +$469M
3 +$409M
4
IYR icon
iShares US Real Estate ETF
IYR
+$407M
5
ZTS icon
Zoetis
ZTS
+$215M

Sector Composition

1 Financials 9.37%
2 Healthcare 8.6%
3 Technology 8.48%
4 Energy 6.93%
5 Communication Services 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3151
$41K ﹤0.01%
90
+65
3152
$41K ﹤0.01%
2,559
-2,266
3153
$40K ﹤0.01%
312
-163
3154
$40K ﹤0.01%
20,012
-1,692
3155
$40K ﹤0.01%
2,213
-2,004
3156
$40K ﹤0.01%
2,711
-903
3157
$40K ﹤0.01%
2,445
-128
3158
$40K ﹤0.01%
8,493
-2,588
3159
$40K ﹤0.01%
4,444
-1,839
3160
$40K ﹤0.01%
10,028
+7,668
3161
$39K ﹤0.01%
1,080
3162
$39K ﹤0.01%
244
-166
3163
$39K ﹤0.01%
6,507
+432
3164
$39K ﹤0.01%
241
-84
3165
$39K ﹤0.01%
5,641
-18,302
3166
$39K ﹤0.01%
2,759
+455
3167
$39K ﹤0.01%
278
+129
3168
$38K ﹤0.01%
1,250
3169
$38K ﹤0.01%
1,420
-740
3170
$38K ﹤0.01%
2,728
-5,050
3171
$38K ﹤0.01%
2,712
+1,861
3172
$38K ﹤0.01%
2,201
+503
3173
$38K ﹤0.01%
1,475
-1,077
3174
$38K ﹤0.01%
466
+100
3175
$38K ﹤0.01%
18,576
+14,195