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
3626
$40K ﹤0.01%
+4,887
3627
$40K ﹤0.01%
+5,861
3628
$40K ﹤0.01%
+1,410
3629
$40K ﹤0.01%
+5,136
3630
$40K ﹤0.01%
+1,871
3631
$40K ﹤0.01%
1,423
-7,025
3632
$40K ﹤0.01%
2,623
+2,375
3633
$40K ﹤0.01%
736
+698
3634
$40K ﹤0.01%
+2,318
3635
$39K ﹤0.01%
+506
3636
$39K ﹤0.01%
+2,885
3637
$39K ﹤0.01%
1,719
+1,670
3638
$39K ﹤0.01%
1,383
-962
3639
$39K ﹤0.01%
45,261
-20,686
3640
$39K ﹤0.01%
6,022
-19,275
3641
$39K ﹤0.01%
922
+844
3642
$39K ﹤0.01%
1,161
-28,216
3643
$39K ﹤0.01%
1,165
+1,159
3644
$39K ﹤0.01%
1,646
+1,497
3645
$39K ﹤0.01%
77,812
+77,233
3646
$39K ﹤0.01%
10,876
+5,663
3647
$39K ﹤0.01%
6,133
-34,776
3648
$38K ﹤0.01%
2,452
+2,264
3649
$38K ﹤0.01%
2,198
+1,623
3650
$38K ﹤0.01%
1,190
-4,854