We are live on ! Find out more
Barclays

Barclays Portfolio holdings

AUM $280B
1-Year Est. Return 34.19%
 

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
+34.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$41.4B
AUM Growth
+$950M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,604
New
Increased
Reduced
Closed

Top Buys

1 +$1.36B
2 +$236M
3 +$223M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$222M
5
SO icon
Southern Company
SO
+$182M

Top Sells

1 +$724M
2 +$469M
3 +$409M
4
IYR icon
iShares US Real Estate ETF
IYR
+$407M
5
ZTS icon
Zoetis
ZTS
+$215M

Sector Composition

1 Financials 9.37%
2 Healthcare 8.6%
3 Technology 8.48%
4 Energy 6.93%
5 Communication Services 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3601
$7K ﹤0.01%
11
-22
3602
$7K ﹤0.01%
3
-2
3603
$7K ﹤0.01%
6,704
-47,316
3604
$7K ﹤0.01%
99
-15,635
3605
$7K ﹤0.01%
2,187
-93
3606
$7K ﹤0.01%
344
-1,305
3607
$7K ﹤0.01%
+330
3608
$7K ﹤0.01%
662
-643
3609
$6K ﹤0.01%
325
+82
3610
$6K ﹤0.01%
392
3611
$6K ﹤0.01%
198
-258
3612
$6K ﹤0.01%
194
-217
3613
$6K ﹤0.01%
564
-231
3614
$6K ﹤0.01%
265
-160
3615
$6K ﹤0.01%
883
-6,499
3616
$6K ﹤0.01%
120
-122
3617
$6K ﹤0.01%
+330
3618
$6K ﹤0.01%
+317
3619
$6K ﹤0.01%
+1,050
3620
$6K ﹤0.01%
661
-150
3621
$6K ﹤0.01%
215
+120
3622
$6K ﹤0.01%
700
-657
3623
$6K ﹤0.01%
287
-4,449
3624
$6K ﹤0.01%
306
-775
3625
$6K ﹤0.01%
123
+20