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
3526
$71K ﹤0.01%
26,116
+12,308
3527
$71K ﹤0.01%
1,941
3528
$71K ﹤0.01%
4,291
+1,966
3529
$71K ﹤0.01%
9,642
-3,269
3530
$70K ﹤0.01%
15,547
+4,019
3531
$70K ﹤0.01%
13,696
+6,438
3532
$70K ﹤0.01%
1,320
3533
$70K ﹤0.01%
11,503
-12,148
3534
$70K ﹤0.01%
7,047
-10,715
3535
$68K ﹤0.01%
16,817
+7,899
3536
$68K ﹤0.01%
1,198
+563
3537
$68K ﹤0.01%
10,444
+4,952
3538
$67K ﹤0.01%
3,643
+3,221
3539
$67K ﹤0.01%
7,200
+4,640
3540
$67K ﹤0.01%
2,250
3541
0
3542
$67K ﹤0.01%
5,925
+2,897
3543
$67K ﹤0.01%
5,438
+5,303
3544
$66K ﹤0.01%
42,035
+2,337
3545
$66K ﹤0.01%
10,474
+4,936
3546
$66K ﹤0.01%
2,118
+7
3547
$65K ﹤0.01%
7,979
+3,744
3548
$65K ﹤0.01%
5,249
+2,534
3549
$65K ﹤0.01%
4,152
+1,994
3550
$65K ﹤0.01%
5,336
+2,549