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
$50.3B
AUM Growth
+$240M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,721
New
Increased
Reduced
Closed

Top Buys

1 +$619M
2 +$526M
3 +$449M
4
XRT icon
State Street SPDR S&P Retail ETF
XRT
+$284M
5
CMCSA icon
Comcast
CMCSA
+$222M

Top Sells

1 +$302M
2 +$248M
3 +$199M
4
AAPL icon
Apple
AAPL
+$194M
5
BRCM
BROADCOM CORP CL-A
BRCM
+$177M

Sector Composition

1 Healthcare 9.19%
2 Energy 8.78%
3 Technology 7.83%
4 Communication Services 7.03%
5 Financials 6.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3701
$6K ﹤0.01%
119
-62
3702
$6K ﹤0.01%
187
-269
3703
$6K ﹤0.01%
+559
3704
$6K ﹤0.01%
146
-182
3705
$6K ﹤0.01%
574
-15,158
3706
$6K ﹤0.01%
+1,000
3707
$6K ﹤0.01%
248
-1,052
3708
$6K ﹤0.01%
212
-338
3709
$6K ﹤0.01%
458
-194
3710
$6K ﹤0.01%
16
-9
3711
$6K ﹤0.01%
627
-265
3712
$6K ﹤0.01%
550
3713
$6K ﹤0.01%
700
-700
3714
$6K ﹤0.01%
328
-393
3715
$6K ﹤0.01%
264
-205
3716
$6K ﹤0.01%
200
3717
$6K ﹤0.01%
663
-8,257
3718
$6K ﹤0.01%
408
-142
3719
$6K ﹤0.01%
530
+204
3720
$6K ﹤0.01%
427
-603
3721
$5K ﹤0.01%
+2,358
3722
$5K ﹤0.01%
494
3723
$5K ﹤0.01%
4,554
3724
$5K ﹤0.01%
976
-1,324
3725
$5K ﹤0.01%
521
-302