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
$62.7B
AUM Growth
+$20.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,440
New
Increased
Reduced
Closed

Top Buys

1 +$1.24B
2 +$433M
3 +$419M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$332M
5
RTX icon
RTX Corp
RTX
+$322M

Top Sells

1 +$267M
2 +$181M
3 +$134M
4
IQV icon
IQVIA
IQV
+$134M
5
LVLT
Level 3 Communications Inc
LVLT
+$121M

Sector Composition

1 Technology 13.81%
2 Financials 11.67%
3 Healthcare 11.33%
4 Consumer Discretionary 10.16%
5 Communication Services 7.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1601
$994K ﹤0.01%
12,709
+5,769
1602
$994K ﹤0.01%
14,882
+5,656
1603
$992K ﹤0.01%
50,057
+26,524
1604
$990K ﹤0.01%
51,592
+15,594
1605
$988K ﹤0.01%
70,087
+69,000
1606
$987K ﹤0.01%
19,426
+4,728
1607
$986K ﹤0.01%
10,547
+8,064
1608
$985K ﹤0.01%
16,123
+9,068
1609
$982K ﹤0.01%
17,110
+11,542
1610
$976K ﹤0.01%
18,283
+17,276
1611
$973K ﹤0.01%
8,657
+7,281
1612
$973K ﹤0.01%
26,188
+18,033
1613
$970K ﹤0.01%
69,847
+9,800
1614
$970K ﹤0.01%
35,724
+1,168
1615
$970K ﹤0.01%
20,984
-7,632
1616
$966K ﹤0.01%
40,929
-30,356
1617
$965K ﹤0.01%
6,592
-4,177
1618
$964K ﹤0.01%
141,799
+67,396
1619
$964K ﹤0.01%
38,323
+15,430
1620
$961K ﹤0.01%
22,128
-757,600
1621
$960K ﹤0.01%
9,711
-9,181
1622
$960K ﹤0.01%
14,403
-2,701
1623
$959K ﹤0.01%
97,956
-82,305
1624
$959K ﹤0.01%
6,027
+2,237
1625
$958K ﹤0.01%
9,327