Barclays

Barclays Portfolio holdings

AUM $249B
1-Year Est. Return 29.74%
 

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
+29.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$50.3B
AUM Growth
+$240M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,721
New
Increased
Reduced
Closed

Top Buys

1 +$637M
2 +$506M
3 +$438M
4
XRT icon
State Street SPDR S&P Retail ETF
XRT
+$277M
5
CMCSA icon
Comcast
CMCSA
+$215M

Top Sells

1 +$298M
2 +$235M
3 +$188M
4
AAPL icon
Apple
AAPL
+$180M
5
BRCM
BROADCOM CORP CL-A
BRCM
+$157M

Sector Composition

1 Healthcare 9.19%
2 Energy 8.78%
3 Technology 7.83%
4 Communication Services 7.03%
5 Financials 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1376
$1.77M ﹤0.01%
118,264
-40,519
1377
$1.77M ﹤0.01%
50,518
+10,444
1378
$1.77M ﹤0.01%
92,871
-116,249
1379
$1.76M ﹤0.01%
36,815
+13,172
1380
$1.76M ﹤0.01%
51,818
+47,789
1381
$1.76M ﹤0.01%
13,954
-18,717
1382
$1.76M ﹤0.01%
76,487
-104,332
1383
$1.75M ﹤0.01%
152,494
+42,322
1384
$1.75M ﹤0.01%
56,582
-54,882
1385
$1.75M ﹤0.01%
137,248
-11,000
1386
$1.75M ﹤0.01%
30,114
+26,962
1387
$1.75M ﹤0.01%
48,501
-15,998
1388
$1.74M ﹤0.01%
45,903
-71,787
1389
$1.74M ﹤0.01%
62,311
+24,972
1390
$1.71M ﹤0.01%
31,113
-898,613
1391
$1.71M ﹤0.01%
63,229
+41,958
1392
$1.7M ﹤0.01%
56,542
+8,590
1393
$1.7M ﹤0.01%
47,752
+18,442
1394
$1.7M ﹤0.01%
130,545
+80,640
1395
$1.7M ﹤0.01%
23,533
-578
1396
$1.7M ﹤0.01%
32,600
1397
$1.69M ﹤0.01%
34,514
-29,276
1398
$1.68M ﹤0.01%
240,725
-40,925
1399
$1.68M ﹤0.01%
19,994
+4,230
1400
$1.68M ﹤0.01%
129,247
+73,519