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
$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
1801
$609K ﹤0.01%
18,414
+17,675
1802
$609K ﹤0.01%
11,315
-58
1803
$608K ﹤0.01%
45,014
-28,822
1804
$607K ﹤0.01%
16,475
+12,857
1805
$607K ﹤0.01%
21,614
+12,454
1806
$606K ﹤0.01%
18,750
+4,868
1807
$606K ﹤0.01%
71,807
+1,401
1808
$604K ﹤0.01%
33,579
+29,605
1809
$601K ﹤0.01%
10,837
+3,388
1810
$600K ﹤0.01%
11,137
+6,639
1811
$600K ﹤0.01%
4,209
+3,746
1812
$596K ﹤0.01%
15,809
+8,362
1813
$594K ﹤0.01%
76,269
-99,533
1814
$592K ﹤0.01%
31,832
+14,253
1815
$589K ﹤0.01%
1,754
+1,206
1816
$589K ﹤0.01%
21,344
+19,674
1817
$588K ﹤0.01%
7,568
-11,405
1818
$583K ﹤0.01%
195,791
+15,753
1819
$582K ﹤0.01%
8,763
+4,808
1820
$582K ﹤0.01%
277
+23
1821
$580K ﹤0.01%
17,281
+16,962
1822
$577K ﹤0.01%
7,979
+3,407
1823
$577K ﹤0.01%
3,784
+2,945
1824
$576K ﹤0.01%
42,286
+16,200
1825
$573K ﹤0.01%
21,212
+6,474