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
1551
$1.25M ﹤0.01%
39,035
-1,514
1552
$1.25M ﹤0.01%
24,967
-91,903
1553
$1.25M ﹤0.01%
36,626
+32,917
1554
$1.24M ﹤0.01%
59,058
+18,406
1555
$1.23M ﹤0.01%
47,269
+239
1556
$1.23M ﹤0.01%
22,700
-1,781
1557
$1.23M ﹤0.01%
64,507
+40,607
1558
$1.22M ﹤0.01%
46,380
+25,364
1559
$1.22M ﹤0.01%
18,342
+14,266
1560
$1.21M ﹤0.01%
46,660
-9,416
1561
$1.21M ﹤0.01%
25,179
-30,065
1562
$1.21M ﹤0.01%
70,897
-2,965
1563
$1.2M ﹤0.01%
17,416
+13,172
1564
$1.2M ﹤0.01%
+1,599
1565
$1.2M ﹤0.01%
10,530
-5,722
1566
$1.2M ﹤0.01%
+59,984
1567
0
1568
$1.2M ﹤0.01%
36,224
-60,836
1569
$1.2M ﹤0.01%
29,923
+9,511
1570
$1.19M ﹤0.01%
8,530
+4,087
1571
$1.19M ﹤0.01%
59,572
-56,234
1572
$1.19M ﹤0.01%
20,179
-6,048
1573
$1.19M ﹤0.01%
70,561
-38,462
1574
$1.18M ﹤0.01%
39,472
-4,446
1575
$1.18M ﹤0.01%
20,063
+8,379