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
$96.4B
AUM Growth
-$19.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,701
New
Increased
Reduced
Closed

Top Buys

1 +$284M
2 +$284M
3 +$268M
4
VMW
VMware, Inc
VMW
+$263M
5
NI icon
NiSource
NI
+$234M

Top Sells

1 +$1.82B
2 +$1.62B
3 +$1.03B
4
XOM icon
Exxon Mobil
XOM
+$869M
5
TSLA icon
Tesla
TSLA
+$701M

Sector Composition

1 Technology 27.57%
2 Consumer Discretionary 11.38%
3 Healthcare 10.81%
4 Financials 10.71%
5 Communication Services 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3151
$163K ﹤0.01%
5,815
+2,786
3152
$162K ﹤0.01%
7,023
3153
$162K ﹤0.01%
25,405
3154
$162K ﹤0.01%
9,881
+6,110
3155
$161K ﹤0.01%
55,644
+55,638
3156
$161K ﹤0.01%
7,430
3157
$161K ﹤0.01%
28,005
-12,896
3158
$161K ﹤0.01%
41,597
+21,663
3159
$161K ﹤0.01%
6,184
3160
$160K ﹤0.01%
53,728
+27,482
3161
$159K ﹤0.01%
1,153
+545
3162
$159K ﹤0.01%
9,296
+4,283
3163
$159K ﹤0.01%
5,588
+1,157
3164
$159K ﹤0.01%
7,709
+2,770
3165
$158K ﹤0.01%
+7,227
3166
$158K ﹤0.01%
5,570
-28,825
3167
$157K ﹤0.01%
20,352
+9,532
3168
$157K ﹤0.01%
6,896
+223
3169
$157K ﹤0.01%
64,060
+11,900
3170
$157K ﹤0.01%
4,003
+1,885
3171
$156K ﹤0.01%
42,112
-16,654
3172
$156K ﹤0.01%
61,219
+28,661
3173
$156K ﹤0.01%
5,652
+2,662
3174
$155K ﹤0.01%
1,490
3175
$155K ﹤0.01%
15,200