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
1826
$639K ﹤0.01%
12,288
-4,084
1827
$639K ﹤0.01%
37,570
+1,908
1828
$637K ﹤0.01%
1,726
+1,011
1829
$637K ﹤0.01%
+24,484
1830
$637K ﹤0.01%
27,666
+24,554
1831
$637K ﹤0.01%
7,400
-2,250
1832
$636K ﹤0.01%
816
+614
1833
$635K ﹤0.01%
18,180
-1,418,112
1834
$631K ﹤0.01%
21,747
-24,534
1835
$624K ﹤0.01%
12,991
+9,474
1836
$624K ﹤0.01%
29,726
+20,130
1837
$623K ﹤0.01%
25,176
-95,568
1838
$622K ﹤0.01%
4,381
-229
1839
$622K ﹤0.01%
10,029
+7,797
1840
$621K ﹤0.01%
1,036
-476
1841
$620K ﹤0.01%
30,980
+27,302
1842
$619K ﹤0.01%
+30,939
1843
$619K ﹤0.01%
16,291
1844
$619K ﹤0.01%
68,652
+56,093
1845
$617K ﹤0.01%
25,688
+10,600
1846
$616K ﹤0.01%
7,075
+1,651
1847
$616K ﹤0.01%
154,020
+123,753
1848
$609K ﹤0.01%
46,857
+11,297
1849
$606K ﹤0.01%
7,397
+5,459
1850
$606K ﹤0.01%
28,889
-98,769