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
1451
$1.17M ﹤0.01%
16,200
+9,400
1452
$1.17M ﹤0.01%
63,735
-26,509
1453
$1.16M ﹤0.01%
114,273
+2,640
1454
$1.16M ﹤0.01%
19,365
+2,624
1455
$1.16M ﹤0.01%
22,528
+589
1456
$1.15M ﹤0.01%
34,229
-61,590
1457
$1.15M ﹤0.01%
17,928
+14,681
1458
$1.15M ﹤0.01%
14,541
+1,688
1459
$1.15M ﹤0.01%
5,002
-106,627
1460
$1.14M ﹤0.01%
49,937
+6,798
1461
$1.14M ﹤0.01%
18,732
+5,232
1462
$1.14M ﹤0.01%
33,554
+33,454
1463
$1.14M ﹤0.01%
28,281
+14,748
1464
$1.14M ﹤0.01%
13,061
+10,489
1465
$1.14M ﹤0.01%
25,195
+16,252
1466
$1.13M ﹤0.01%
16,505
+6,712
1467
$1.13M ﹤0.01%
8,040
-7,618
1468
$1.13M ﹤0.01%
11,184
+1,229
1469
$1.13M ﹤0.01%
28,045
+27,717
1470
$1.13M ﹤0.01%
13,832
+3,912
1471
$1.13M ﹤0.01%
55,836
-19,940
1472
$1.12M ﹤0.01%
27,825
-17,900
1473
$1.12M ﹤0.01%
52,489
-3,035
1474
$1.11M ﹤0.01%
23,722
+15,394
1475
$1.11M ﹤0.01%
10,112
-15,477