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
1201
$3.92M ﹤0.01%
520,521
+203,493
1202
$3.92M ﹤0.01%
109,024
-7,447
1203
$3.92M ﹤0.01%
536,891
+62,432
1204
$3.92M ﹤0.01%
36,510
-10,222
1205
$3.92M ﹤0.01%
375,000
1206
$3.91M ﹤0.01%
81,243
+8,686
1207
$3.91M ﹤0.01%
100,574
-22,958
1208
$3.89M ﹤0.01%
37,992
+10,315
1209
$3.87M ﹤0.01%
46,626
+11,148
1210
$3.86M ﹤0.01%
121,007
+56,561
1211
$3.86M ﹤0.01%
33,290
-3,101
1212
$3.85M ﹤0.01%
219,671
-312,470
1213
$3.85M ﹤0.01%
34,905
-574,305
1214
$3.83M ﹤0.01%
48,386
-49,262
1215
$3.83M ﹤0.01%
212,931
+29,016
1216
$3.83M ﹤0.01%
45,550
-25,819
1217
$3.82M ﹤0.01%
111,718
+57,933
1218
$3.79M ﹤0.01%
167,677
+83,046
1219
$3.79M ﹤0.01%
174,826
-190,616
1220
$3.79M ﹤0.01%
11,917
+271
1221
$3.78M ﹤0.01%
76,335
+2,406
1222
$3.77M ﹤0.01%
93,602
-706,596
1223
$3.74M ﹤0.01%
56,544
+36,683
1224
$3.74M ﹤0.01%
+103,086
1225
$3.71M ﹤0.01%
156,589
-1,056