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
3251
$134K ﹤0.01%
76,135
+21,850
3252
$134K ﹤0.01%
1,669
+471
3253
$133K ﹤0.01%
11,970
+5,592
3254
$133K ﹤0.01%
42,712
+20,141
3255
$133K ﹤0.01%
16,574
-17,252
3256
$132K ﹤0.01%
4,832
+1,497
3257
$132K ﹤0.01%
36,571
-186,320
3258
$131K ﹤0.01%
21,672
+2,216
3259
$131K ﹤0.01%
72,854
+12,745
3260
$131K ﹤0.01%
700
-135
3261
$131K ﹤0.01%
670
-1,400
3262
$131K ﹤0.01%
21,648
+328
3263
$130K ﹤0.01%
9,871
+5,237
3264
$130K ﹤0.01%
+4,437
3265
$130K ﹤0.01%
49,375
-38,350
3266
$130K ﹤0.01%
38,759
+12,677
3267
$130K ﹤0.01%
3,019
+1,728
3268
$129K ﹤0.01%
20,462
+3,862
3269
$129K ﹤0.01%
853
+404
3270
$129K ﹤0.01%
+10,754
3271
$129K ﹤0.01%
14,121
-16,551
3272
$128K ﹤0.01%
+28,293
3273
$128K ﹤0.01%
12,067
+337
3274
$127K ﹤0.01%
67,538
+31,746
3275
$127K ﹤0.01%
3,216
+1,151