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
1801
$1.49M ﹤0.01%
49,792
+122
1802
$1.48M ﹤0.01%
31,219
-29,752
1803
$1.48M ﹤0.01%
44,978
+23,134
1804
$1.48M ﹤0.01%
161,652
-93,332
1805
$1.48M ﹤0.01%
53,028
+16,735
1806
$1.48M ﹤0.01%
70,280
-30,876
1807
$1.47M ﹤0.01%
279,687
-39,147
1808
$1.47M ﹤0.01%
138,900
-77,420
1809
$1.47M ﹤0.01%
10,865
+5,102
1810
$1.47M ﹤0.01%
31,734
+7,743
1811
$1.47M ﹤0.01%
13,638
-14,986
1812
$1.47M ﹤0.01%
121,892
+29,068
1813
$1.47M ﹤0.01%
122,453
+55,206
1814
$1.47M ﹤0.01%
359,238
+128,912
1815
$1.47M ﹤0.01%
10,285
+2,763
1816
$1.47M ﹤0.01%
9,690
+292
1817
$1.46M ﹤0.01%
16,320
-2,240
1818
$1.46M ﹤0.01%
37,734
-101,003
1819
$1.46M ﹤0.01%
35,528
1820
$1.45M ﹤0.01%
44,896
-24,663
1821
$1.45M ﹤0.01%
289,195
+4,199
1822
$1.45M ﹤0.01%
45,198
-5,103
1823
$1.45M ﹤0.01%
16,125
-4,993
1824
$1.45M ﹤0.01%
47,406
+13,524
1825
$1.45M ﹤0.01%
29,306
-21,699