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
1476
$2.43M ﹤0.01%
93,783
+89,136
1477
$2.43M ﹤0.01%
104,510
-36,937
1478
$2.42M ﹤0.01%
151,127
-310,547
1479
$2.41M ﹤0.01%
72,547
+18,147
1480
$2.41M ﹤0.01%
211,215
+55,123
1481
$2.41M ﹤0.01%
203,902
+4,190
1482
$2.4M ﹤0.01%
81,906
+43,411
1483
$2.4M ﹤0.01%
89,991
+16,765
1484
$2.4M ﹤0.01%
212,714
-909,533
1485
$2.39M ﹤0.01%
29,893
-6,455
1486
$2.39M ﹤0.01%
122,456
-1,015
1487
$2.39M ﹤0.01%
138,956
-44,162
1488
$2.37M ﹤0.01%
26,601
+6,760
1489
$2.37M ﹤0.01%
30,979
+5,075
1490
$2.37M ﹤0.01%
43,342
+13,022
1491
$2.36M ﹤0.01%
157,727
+18,132
1492
$2.36M ﹤0.01%
231,806
1493
$2.36M ﹤0.01%
74,103
-2,009
1494
$2.36M ﹤0.01%
33,295
+6,759
1495
$2.36M ﹤0.01%
24,145
-12,381
1496
$2.34M ﹤0.01%
69,860
+19,330
1497
$2.34M ﹤0.01%
42,783
-6,350
1498
$2.34M ﹤0.01%
173,935
-941,501
1499
$2.34M ﹤0.01%
50,417
-30,000
1500
$2.33M ﹤0.01%
46,815
+4,744