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
$42.4B
AUM Growth
+$8.64B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,393
New
Increased
Reduced
Closed

Top Buys

1 +$1.04B
2 +$753M
3 +$717M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$653M
5
MSFT icon
Microsoft
MSFT
+$421M

Top Sells

1 +$380M
2 +$235M
3 +$211M
4
LLTC
Linear Technology Corp
LLTC
+$175M
5
FXI icon
iShares China Large-Cap ETF
FXI
+$141M

Sector Composition

1 Technology 12.47%
2 Healthcare 11.39%
3 Financials 9.24%
4 Communication Services 8.46%
5 Consumer Discretionary 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1526
$994K ﹤0.01%
36,746
-17,469
1527
$994K ﹤0.01%
14,688
-1,389
1528
$993K ﹤0.01%
20,037
+3,538
1529
$993K ﹤0.01%
26,108
-36,441
1530
$991K ﹤0.01%
206,563
+159,031
1531
$991K ﹤0.01%
77,746
+64,615
1532
$988K ﹤0.01%
122,792
+67,862
1533
$987K ﹤0.01%
31,323
+10,877
1534
$986K ﹤0.01%
12,853
+2,733
1535
$985K ﹤0.01%
207,338
+206,624
1536
$984K ﹤0.01%
87,100
+3,100
1537
$983K ﹤0.01%
31,977
-129,901
1538
$974K ﹤0.01%
64,674
+59,730
1539
$974K ﹤0.01%
29,956
+27,167
1540
$972K ﹤0.01%
21,939
-23,637
1541
$971K ﹤0.01%
152,175
+121,369
1542
$970K ﹤0.01%
30,479
+29,218
1543
$966K ﹤0.01%
47,007
-95,243
1544
$966K ﹤0.01%
10,899
+5,517
1545
$965K ﹤0.01%
35,776
-12,781
1546
$965K ﹤0.01%
15,904
+3,258
1547
$964K ﹤0.01%
26,172
+1,594
1548
$963K ﹤0.01%
11,246
+10,190
1549
$961K ﹤0.01%
28,817
+13,641
1550
$959K ﹤0.01%
6,724
+4,879