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
1301
$3.26M ﹤0.01%
88,171
-148,144
1302
$3.25M ﹤0.01%
145,703
-29,896
1303
$3.24M ﹤0.01%
467,948
+481
1304
$3.24M ﹤0.01%
82,020
-95,375
1305
$3.22M ﹤0.01%
680,395
-129,986
1306
$3.22M ﹤0.01%
39,392
-9,742
1307
$3.22M ﹤0.01%
19,457
-14,641
1308
$3.21M ﹤0.01%
193,839
-97,614
1309
$3.21M ﹤0.01%
197,018
-139,706
1310
$3.21M ﹤0.01%
147,949
+5,950
1311
$3.2M ﹤0.01%
194,470
-77,369
1312
$3.2M ﹤0.01%
40,223
+8,630
1313
$3.2M ﹤0.01%
32,641
+14,508
1314
$3.2M ﹤0.01%
156,837
-50,362
1315
$3.19M ﹤0.01%
144,416
-9,456
1316
$3.18M ﹤0.01%
4,534
+83
1317
$3.18M ﹤0.01%
27,600
-1,121
1318
$3.18M ﹤0.01%
6,827
-1,273
1319
$3.18M ﹤0.01%
26,239
+9,439
1320
$3.18M ﹤0.01%
63,098
+27,574
1321
$3.17M ﹤0.01%
159,277
-3,892
1322
$3.17M ﹤0.01%
30,786
+1,481
1323
$3.17M ﹤0.01%
48,696
+29,916
1324
$3.16M ﹤0.01%
272,719
+119,072
1325
$3.16M ﹤0.01%
76,538
+48,357