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
3501
$76.5K ﹤0.01%
4,320
3502
$76.5K ﹤0.01%
19,506
+9,792
3503
$76.4K ﹤0.01%
+18,912
3504
$76.4K ﹤0.01%
34,108
+15,968
3505
$76.4K ﹤0.01%
14,831
3506
$76.2K ﹤0.01%
3,010
+1,426
3507
$75.9K ﹤0.01%
13,091
+7,071
3508
$75.9K ﹤0.01%
+9,314
3509
$75.9K ﹤0.01%
72,946
+10,962
3510
$75.9K ﹤0.01%
7,805
+3,705
3511
$75.7K ﹤0.01%
4,551
+2,137
3512
$75.5K ﹤0.01%
11,372
+5,318
3513
$75.3K ﹤0.01%
8,148
-6,451
3514
$75.1K ﹤0.01%
41,288
-215,077
3515
$74.7K ﹤0.01%
2,072
+983
3516
$74.6K ﹤0.01%
3,585
+2,835
3517
$74.5K ﹤0.01%
2,645
3518
$74.4K ﹤0.01%
6,182
3519
$74.4K ﹤0.01%
+6,035
3520
$73.8K ﹤0.01%
9,137
-3,100
3521
$73.6K ﹤0.01%
3,188
-1,014
3522
$73.6K ﹤0.01%
+5,625
3523
$73.3K ﹤0.01%
1,000
3524
$73.3K ﹤0.01%
300
3525
$71.7K ﹤0.01%
9,642
-3,269