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
3726
$32K ﹤0.01%
3,102
3727
$32K ﹤0.01%
5,335
+2,519
3728
$32K ﹤0.01%
+2,538
3729
$32K ﹤0.01%
38,446
+18,088
3730
$32K ﹤0.01%
5,425
+2,107
3731
$32K ﹤0.01%
1,039
3732
$32K ﹤0.01%
1,964
3733
$32K ﹤0.01%
7,292
+3,369
3734
$32K ﹤0.01%
1,060
-1,389
3735
$32K ﹤0.01%
858
+401
3736
$31K ﹤0.01%
1,000
3737
$31K ﹤0.01%
5,000
3738
$31K ﹤0.01%
+1,100
3739
$31K ﹤0.01%
2,384
-5,939
3740
$31K ﹤0.01%
26,104
+12,321
3741
$31K ﹤0.01%
1,985
3742
$31K ﹤0.01%
6,224
-10,430
3743
$30K ﹤0.01%
9,958
3744
$30K ﹤0.01%
3,278
+1,552
3745
$30K ﹤0.01%
2,347
-812
3746
$30K ﹤0.01%
41,954
+20,857
3747
$30K ﹤0.01%
10,130
+4,837
3748
$30K ﹤0.01%
2,994
3749
$30K ﹤0.01%
1,000
-348,500
3750
$29K ﹤0.01%
2,843
+1,351