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
$44B
AUM Growth
+$1.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,428
New
Increased
Reduced
Closed

Top Sells

1 +$1.62B
2 +$1.02B
3 +$860M
4
MSFT icon
Microsoft
MSFT
+$594M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$517M

Sector Composition

1 Technology 12.99%
2 Healthcare 10.44%
3 Financials 8.64%
4 Consumer Discretionary 7.73%
5 Communication Services 7.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
826
$4.63M 0.01%
179,299
+87,281
827
$4.62M 0.01%
69,725
+13,143
828
$4.61M 0.01%
329,443
+183,521
829
$4.6M 0.01%
2,785
-749
830
$4.59M 0.01%
121,819
-30,765
831
$4.58M 0.01%
17,810
+5,883
832
$4.57M 0.01%
144,962
+72,064
833
$4.56M 0.01%
91,564
-183,928
834
$4.54M 0.01%
117,522
-258,467
835
$4.54M 0.01%
53,626
-32,677
836
$4.52M 0.01%
73,664
+46,615
837
$4.51M 0.01%
65,252
+50,020
838
$4.51M 0.01%
100,655
-53,691
839
$4.51M 0.01%
85,186
+8,710
840
$4.5M 0.01%
55,545
-38,752
841
$4.48M 0.01%
49,953
-54,465
842
$4.48M 0.01%
449,957
+14,639
843
$4.45M 0.01%
23,905
+5,223
844
$4.43M 0.01%
33,541
+17,488
845
$4.42M 0.01%
57,320
+45,227
846
$4.42M 0.01%
101,645
+31,481
847
$4.38M 0.01%
140,581
+29,681
848
$4.38M 0.01%
189,006
-324,209
849
$4.33M 0.01%
54,322
+3,689
850
$4.33M 0.01%
317,298
-9,103