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
3351
$108K ﹤0.01%
14,067
+5,128
3352
$108K ﹤0.01%
8,904
+4,296
3353
$108K ﹤0.01%
863
+414
3354
$107K ﹤0.01%
11,666
+5,217
3355
$107K ﹤0.01%
10,184
-743
3356
$107K ﹤0.01%
5,172
+2,422
3357
$107K ﹤0.01%
11,075
+5,125
3358
$106K ﹤0.01%
2,206
+1,034
3359
$106K ﹤0.01%
1,146
-5,020
3360
$106K ﹤0.01%
3,622
+1,693
3361
$106K ﹤0.01%
70,377
-17,272
3362
$105K ﹤0.01%
458,333
3363
$105K ﹤0.01%
25,952
-8,509
3364
$105K ﹤0.01%
12,643
+5,659
3365
$105K ﹤0.01%
11,196
+5,250
3366
$104K ﹤0.01%
17,107
+8,642
3367
$103K ﹤0.01%
33,602
+19,309
3368
$103K ﹤0.01%
25,082
+11,830
3369
$103K ﹤0.01%
10,000
3370
$103K ﹤0.01%
11,800
+1,800
3371
$103K ﹤0.01%
10,000
3372
$103K ﹤0.01%
42,296
+19,936
3373
$103K ﹤0.01%
5,797
+2,712
3374
$103K ﹤0.01%
26
+12
3375
$103K ﹤0.01%
36,944
+24,691