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
3326
$82K ﹤0.01%
2,221
+2,024
3327
$82K ﹤0.01%
3,270
+2,975
3328
$82K ﹤0.01%
2,896
+837
3329
$82K ﹤0.01%
2,620
+2,403
3330
$82K ﹤0.01%
+2,313
3331
$82K ﹤0.01%
31,352
+9,035
3332
$82K ﹤0.01%
5,240
+4,897
3333
$82K ﹤0.01%
4,217
+3,901
3334
$81K ﹤0.01%
3,536
+3,348
3335
$81K ﹤0.01%
25,684
-342,938
3336
$81K ﹤0.01%
1,366
-234
3337
$81K ﹤0.01%
2,909
+2,887
3338
$81K ﹤0.01%
+10,829
3339
$81K ﹤0.01%
3,520
+3,215
3340
$80K ﹤0.01%
15,360
+13,942
3341
$80K ﹤0.01%
8,851
+6,887
3342
$80K ﹤0.01%
4,365
+1,311
3343
$79K ﹤0.01%
14,586
+3,638
3344
$79K ﹤0.01%
3,028
+2,734
3345
$79K ﹤0.01%
4,210
+3,266
3346
$79K ﹤0.01%
4,724
+3,857
3347
$79K ﹤0.01%
6,182
3348
$79K ﹤0.01%
7,488
+7,037
3349
$78K ﹤0.01%
4,075
+2,805
3350
$78K ﹤0.01%
3,649
-49,553