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
3701
$35.9K ﹤0.01%
6,273
3702
$35.7K ﹤0.01%
25,137
+11,990
3703
$35.7K ﹤0.01%
10,285
+4,877
3704
$35.6K ﹤0.01%
1,895
-1,970
3705
$35.3K ﹤0.01%
39,055
-80,307
3706
$35.3K ﹤0.01%
800
3707
$35.3K ﹤0.01%
1,876
+552
3708
$35.1K ﹤0.01%
25,421
+12,148
3709
$34.8K ﹤0.01%
1,531
3710
$34.7K ﹤0.01%
14,973
+6,942
3711
$34.7K ﹤0.01%
1,158
+647
3712
$34.6K ﹤0.01%
2,005
3713
$34K ﹤0.01%
885
3714
$33.8K ﹤0.01%
2,389
+1,181
3715
$33.7K ﹤0.01%
7,805
+3,695
3716
$33.6K ﹤0.01%
135
+64
3717
$33.5K ﹤0.01%
14,838
+5,411
3718
$33.5K ﹤0.01%
3,906
+3,460
3719
$33.3K ﹤0.01%
5,230
+2,463
3720
$33.1K ﹤0.01%
5,425
+2,107
3721
$32.8K ﹤0.01%
10,855
-227,822
3722
$32.8K ﹤0.01%
500
-100
3723
$32.7K ﹤0.01%
450
3724
$32.6K ﹤0.01%
38,446
+18,088
3725
$32.6K ﹤0.01%
12,500