Barclays

Barclays Portfolio holdings

AUM $249B
1-Year Est. Return 25.39%
 

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
+25.39%
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
$36K ﹤0.01%
11,658
+5,587
3702
$36K ﹤0.01%
25,137
+11,990
3703
$35K ﹤0.01%
25,421
+12,148
3704
$35K ﹤0.01%
1,895
-1,970
3705
$35K ﹤0.01%
2,005
3706
$35K ﹤0.01%
800
3707
$35K ﹤0.01%
10,285
+4,877
3708
$35K ﹤0.01%
1,531
3709
$35K ﹤0.01%
1,876
+552
3710
$34K ﹤0.01%
39,055
-80,307
3711
$34K ﹤0.01%
1,158
+647
3712
$34K ﹤0.01%
885
3713
$34K ﹤0.01%
2,389
+1,181
3714
$34K ﹤0.01%
7,805
+3,695
3715
$34K ﹤0.01%
14,973
+6,942
3716
$33K ﹤0.01%
10,855
-227,822
3717
$33K ﹤0.01%
5,230
+2,463
3718
$33K ﹤0.01%
500
-100
3719
$33K ﹤0.01%
14,838
+5,411
3720
$33K ﹤0.01%
3,906
+3,460
3721
$33K ﹤0.01%
450
3722
$33K ﹤0.01%
12,500
3723
$33K ﹤0.01%
135
+64
3724
$32K ﹤0.01%
52,767
+32,432
3725
$32K ﹤0.01%
18,810
+8,918