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
$71.3B
AUM Growth
+$9.68B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,662
New
Increased
Reduced
Closed

Top Buys

1 +$351M
2 +$320M
3 +$295M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$240M
5
XOM icon
Exxon Mobil
XOM
+$226M

Sector Composition

1 Technology 16.03%
2 Financials 10.98%
3 Healthcare 10.52%
4 Communication Services 8.58%
5 Consumer Discretionary 8.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3551
$49K ﹤0.01%
1,311
-9,545
3552
$49K ﹤0.01%
+6,428
3553
$49K ﹤0.01%
+3,568
3554
$49K ﹤0.01%
900
3555
$49K ﹤0.01%
+3,980
3556
$48K ﹤0.01%
620
-39,589
3557
$48K ﹤0.01%
3,265
+3,176
3558
$48K ﹤0.01%
1,134
+1,009
3559
$48K ﹤0.01%
1,638
3560
$48K ﹤0.01%
+3,856
3561
$48K ﹤0.01%
2,974
+2,692
3562
$48K ﹤0.01%
4,833
+4,806
3563
$48K ﹤0.01%
3,747
+3,592
3564
$48K ﹤0.01%
6,492
+5,876
3565
$48K ﹤0.01%
9,222
-2,630
3566
$48K ﹤0.01%
1,798
+1,628
3567
$48K ﹤0.01%
700
3568
$48K ﹤0.01%
418
-60
3569
$48K ﹤0.01%
11,263
+10,842
3570
$48K ﹤0.01%
6,574
+5,950
3571
$47K ﹤0.01%
1,500
-1,961
3572
$47K ﹤0.01%
4,779
-2,576
3573
$47K ﹤0.01%
2,805
+2,764
3574
$47K ﹤0.01%
2,276
+2,098
3575
$47K ﹤0.01%
2,467
+2,279