Barclays

Barclays Portfolio holdings

AUM $272B
1-Year Est. Return 16.92%
 

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
+16.92%
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 +$292M
2 +$288M
3 +$273M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$261M
5
NI icon
NiSource
NI
+$240M

Top Sells

1 +$2.05B
2 +$1.81B
3 +$1.01B
4
XOM icon
Exxon Mobil
XOM
+$862M
5
TSLA icon
Tesla
TSLA
+$834M

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
3476
$83K ﹤0.01%
8,135
3477
$82K ﹤0.01%
27,974
+20,969
3478
$81K ﹤0.01%
23,759
+6,227
3479
$81K ﹤0.01%
9,697
+437
3480
$81K ﹤0.01%
3,538
+1,662
3481
$81K ﹤0.01%
7,142
-360
3482
$80K ﹤0.01%
7,537
+3,527
3483
$80K ﹤0.01%
3,504
+1,654
3484
$80K ﹤0.01%
152
3485
$80K ﹤0.01%
9,407
3486
$80K ﹤0.01%
10,224
+5,494
3487
$80K ﹤0.01%
280
-163
3488
$79K ﹤0.01%
8,993
+4,126
3489
$79K ﹤0.01%
6,100
-700
3490
$79K ﹤0.01%
+1,700
3491
$79K ﹤0.01%
42,157
+12,161
3492
$79K ﹤0.01%
15,975
+7,487
3493
$79K ﹤0.01%
10,997
-20,468
3494
$78K ﹤0.01%
+15,400
3495
$78K ﹤0.01%
670
3496
$78K ﹤0.01%
7,811
+3,482
3497
$77K ﹤0.01%
4,098
+1,922
3498
$77K ﹤0.01%
27,253
+15,561
3499
$77K ﹤0.01%
3,422
+1,602
3500
$77K ﹤0.01%
9,664
+4,527