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
3376
$103K ﹤0.01%
848
-17,674
3377
$102K ﹤0.01%
68,740
-10,628
3378
$102K ﹤0.01%
19,437
+9,194
3379
$102K ﹤0.01%
4,480
+2,131
3380
$102K ﹤0.01%
44,314
+20,846
3381
$102K ﹤0.01%
6,478
+3,047
3382
$102K ﹤0.01%
7,560
3383
$102K ﹤0.01%
20,693
+20,689
3384
$102K ﹤0.01%
+3,793
3385
$101K ﹤0.01%
55,436
+26,201
3386
$101K ﹤0.01%
6,621
+3,076
3387
$100K ﹤0.01%
5,629
-1
3388
$99.9K ﹤0.01%
2,481
+1,168
3389
$99.8K ﹤0.01%
11,712
+5,491
3390
$99.8K ﹤0.01%
11,819
-1,710
3391
$99.6K ﹤0.01%
29,130
+13,716
3392
$99.3K ﹤0.01%
17,217
-113,782
3393
$99.2K ﹤0.01%
38,438
+2,569
3394
$99.1K ﹤0.01%
2,722
3395
$98.8K ﹤0.01%
648
+304
3396
$98.8K ﹤0.01%
4,319
+2,045
3397
$98.8K ﹤0.01%
+1,842
3398
$98.7K ﹤0.01%
4,011
-29,337
3399
$98.5K ﹤0.01%
+10,900
3400
$98.5K ﹤0.01%
+1,215