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
3226
$103K ﹤0.01%
4,144
+1,251
3227
$103K ﹤0.01%
+8,635
3228
$103K ﹤0.01%
3,340
+2,971
3229
$103K ﹤0.01%
97
+22
3230
$103K ﹤0.01%
24
+6
3231
$102K ﹤0.01%
+7,349
3232
$102K ﹤0.01%
3,071
+2,744
3233
$102K ﹤0.01%
2,982
-1,442
3234
$102K ﹤0.01%
2,742
-1,435
3235
$102K ﹤0.01%
6,500
+1,591
3236
$101K ﹤0.01%
4,304
+4,117
3237
$101K ﹤0.01%
2,243
+2,044
3238
$101K ﹤0.01%
6,121
+3,266
3239
$101K ﹤0.01%
10,286
+3,445
3240
$101K ﹤0.01%
9,570
+9,517
3241
$101K ﹤0.01%
2,913
+2,674
3242
$100K ﹤0.01%
4,216
+3,722
3243
$100K ﹤0.01%
3,499
+3,018
3244
$100K ﹤0.01%
12,093
+7,373
3245
$100K ﹤0.01%
+499
3246
$100K ﹤0.01%
5,399
-15,622
3247
$99K ﹤0.01%
11,656
-41,503
3248
$99K ﹤0.01%
536
-1,979
3249
$99K ﹤0.01%
3,169
+2,377
3250
$99K ﹤0.01%
13,871
-61,229