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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
$42.4B
AUM Growth
+$8.64B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,393
New
Increased
Reduced
Closed

Top Buys

1 +$1.04B
2 +$753M
3 +$717M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$653M
5
MSFT icon
Microsoft
MSFT
+$421M

Top Sells

1 +$380M
2 +$235M
3 +$211M
4
LLTC
Linear Technology Corp
LLTC
+$175M
5
FXI icon
iShares China Large-Cap ETF
FXI
+$141M

Sector Composition

1 Technology 12.47%
2 Healthcare 11.39%
3 Financials 9.24%
4 Communication Services 8.46%
5 Consumer Discretionary 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3151
$31K ﹤0.01%
110
+15
3152
$31K ﹤0.01%
600
3153
$31K ﹤0.01%
+1,400
3154
$31K ﹤0.01%
255
-437
3155
$31K ﹤0.01%
11,690
+11,386
3156
$31K ﹤0.01%
748
-11,334
3157
$31K ﹤0.01%
3,118
-25,990
3158
$31K ﹤0.01%
1,857
+1,239
3159
$31K ﹤0.01%
1,641
-18,778
3160
$31K ﹤0.01%
1,008
3161
$31K ﹤0.01%
1,844
-5,311
3162
$31K ﹤0.01%
11,817
+11,293
3163
$31K ﹤0.01%
+4
3164
$30K ﹤0.01%
7,857
+7,718
3165
$30K ﹤0.01%
2,300
3166
$30K ﹤0.01%
767
-542
3167
$30K ﹤0.01%
2,675
+2,040
3168
$30K ﹤0.01%
+159
3169
$30K ﹤0.01%
10,944
3170
$30K ﹤0.01%
1,233
-663
3171
$30K ﹤0.01%
348
-3,259
3172
$30K ﹤0.01%
597
3173
$29K ﹤0.01%
+133
3174
$29K ﹤0.01%
1,757
-1,098
3175
$29K ﹤0.01%
530
-3,905