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
3876
$13K ﹤0.01%
2,800
+2,484
3877
$13K ﹤0.01%
638
+363
3878
$13K ﹤0.01%
371
3879
$12K ﹤0.01%
20,000
3880
$12K ﹤0.01%
116,666
3881
$12K ﹤0.01%
281,839
-282,303
3882
$12K ﹤0.01%
48
3883
$12K ﹤0.01%
+14,492
3884
$12K ﹤0.01%
2,379
-3,940
3885
$12K ﹤0.01%
250
3886
$12K ﹤0.01%
1,110
3887
$12K ﹤0.01%
508
+452
3888
$12K ﹤0.01%
110
3889
$12K ﹤0.01%
4,014
3890
$12K ﹤0.01%
+5,480
3891
$12K ﹤0.01%
+230
3892
$11K ﹤0.01%
932
+530
3893
$11K ﹤0.01%
15,841
-52
3894
$11K ﹤0.01%
2,238
+1,068
3895
$11K ﹤0.01%
32,822
+15,158
3896
$11K ﹤0.01%
2,343
+1,075
3897
$11K ﹤0.01%
5,719
3898
$11K ﹤0.01%
+4,119
3899
$11K ﹤0.01%
2,600
-91,977
3900
$11K ﹤0.01%
7,209
-10,315