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
$71.3B
AUM Growth
+$9.68B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,662
New
Increased
Reduced
Closed

Top Buys

1 +$351M
2 +$320M
3 +$295M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$240M
5
XOM icon
Exxon Mobil
XOM
+$226M

Sector Composition

1 Technology 16.03%
2 Financials 10.98%
3 Healthcare 10.52%
4 Communication Services 8.58%
5 Consumer Discretionary 8.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3201
$109K ﹤0.01%
4,966
-3,160
3202
$109K ﹤0.01%
6,868
-15,512
3203
$109K ﹤0.01%
9,400
3204
$109K ﹤0.01%
5,779
+5,450
3205
$109K ﹤0.01%
+9,060
3206
$109K ﹤0.01%
10,843
-7,954
3207
$108K ﹤0.01%
58,890
+3,103
3208
$107K ﹤0.01%
2,312
3209
$107K ﹤0.01%
15,223
+2,520
3210
$107K ﹤0.01%
4,415
+3,676
3211
$107K ﹤0.01%
8,456
+7,735
3212
$107K ﹤0.01%
7,157
-8,703
3213
$107K ﹤0.01%
6,422
+5,728
3214
$107K ﹤0.01%
1,073
-2,561
3215
$106K ﹤0.01%
5,754
+5,142
3216
$106K ﹤0.01%
2,624
+2,444
3217
$106K ﹤0.01%
13,214
+3,169
3218
$105K ﹤0.01%
9,057
+7,600
3219
$105K ﹤0.01%
+13,179
3220
$105K ﹤0.01%
7,308
+6,646
3221
$105K ﹤0.01%
9,562
+5,840
3222
$105K ﹤0.01%
1,300
-17,236
3223
$105K ﹤0.01%
4,873
-13,146
3224
$105K ﹤0.01%
+14,749
3225
$103K ﹤0.01%
4,096
+3,720