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
$96.4B
AUM Growth
-$19.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,701
New
Increased
Reduced
Closed

Top Buys

1 +$292M
2 +$288M
3 +$273M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$261M
5
NI icon
NiSource
NI
+$240M

Top Sells

1 +$2.05B
2 +$1.81B
3 +$1.01B
4
XOM icon
Exxon Mobil
XOM
+$862M
5
TSLA icon
Tesla
TSLA
+$834M

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
3901
$11K ﹤0.01%
15,841
-52
3902
$11K ﹤0.01%
932
+530
3903
$10K ﹤0.01%
300
3904
$10K ﹤0.01%
463
3905
$10K ﹤0.01%
4,875
+1,175
3906
$10K ﹤0.01%
456
3907
$10K ﹤0.01%
1,800
-10,200
3908
$10K ﹤0.01%
999
-683
3909
$10K ﹤0.01%
250,000
3910
$10K ﹤0.01%
15,348
3911
$10K ﹤0.01%
1,249
+552
3912
$9K ﹤0.01%
2,113
3913
$9K ﹤0.01%
1,386
+712
3914
$9K ﹤0.01%
+452
3915
$9K ﹤0.01%
2,255
+234
3916
$9K ﹤0.01%
173
+169
3917
$9K ﹤0.01%
982
+451
3918
$9K ﹤0.01%
5,600
+3,200
3919
$9K ﹤0.01%
3,163
+1,475
3920
$9K ﹤0.01%
266
3921
$9K ﹤0.01%
5,611
+2,651
3922
$9K ﹤0.01%
1,518
+674
3923
$9K ﹤0.01%
513
+345
3924
$9K ﹤0.01%
798
+667
3925
$9K ﹤0.01%
1,516
+984