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
$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
3276
$20K ﹤0.01%
712
-2,322
3277
$20K ﹤0.01%
1,168
-1,056
3278
$20K ﹤0.01%
541
-4,167
3279
$20K ﹤0.01%
414
-307
3280
$20K ﹤0.01%
1,754
+1,650
3281
$20K ﹤0.01%
5,082
-406,697
3282
$20K ﹤0.01%
425
-824
3283
$20K ﹤0.01%
2,838
-29,951
3284
$20K ﹤0.01%
884
+247
3285
$20K ﹤0.01%
583
-6,959
3286
$19K ﹤0.01%
702
-3,917
3287
$19K ﹤0.01%
1,038
-5,072
3288
$19K ﹤0.01%
44
-49
3289
$19K ﹤0.01%
434
-186
3290
$19K ﹤0.01%
500
3291
$19K ﹤0.01%
2,900
+2,800
3292
$19K ﹤0.01%
560
3293
$19K ﹤0.01%
+15
3294
$19K ﹤0.01%
4,854
+4,752
3295
$19K ﹤0.01%
1,552
-10,047
3296
$18K ﹤0.01%
+900
3297
$18K ﹤0.01%
700
3298
$18K ﹤0.01%
+2
3299
$18K ﹤0.01%
395
-31
3300
$18K ﹤0.01%
1,073
-42,000