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
3651
$47.2K ﹤0.01%
5,314
3652
$47K ﹤0.01%
26,886
+12,635
3653
$46.5K ﹤0.01%
11,643
+5,534
3654
$46.4K ﹤0.01%
+6,111
3655
$46.3K ﹤0.01%
900
+400
3656
$45.8K ﹤0.01%
5,000
3657
$45.5K ﹤0.01%
1,430
3658
$45.1K ﹤0.01%
22,802
+13,429
3659
$45K ﹤0.01%
20,649
-19,129
3660
$44.9K ﹤0.01%
725
3661
$44.8K ﹤0.01%
6,357
-901,825
3662
$44.5K ﹤0.01%
37,102
+17,240
3663
$44.2K ﹤0.01%
+930
3664
$44.1K ﹤0.01%
6,038
+2,834
3665
$43.9K ﹤0.01%
946
3666
$43.6K ﹤0.01%
1,828
3667
$43.2K ﹤0.01%
5,045
+2,340
3668
$43.2K ﹤0.01%
890
3669
$43.2K ﹤0.01%
3,502
3670
$43K ﹤0.01%
10,000
3671
$42.5K ﹤0.01%
55,739
+26,320
3672
$42.4K ﹤0.01%
7,931
+3,733
3673
$42.3K ﹤0.01%
2,693
3674
$42K ﹤0.01%
233,333
3675
$41.9K ﹤0.01%
39,116
+7,836