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
$96.4B
AUM Growth
-$19.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,701
New
Increased
Reduced
Closed

Top Buys

1 +$284M
2 +$284M
3 +$268M
4
VMW
VMware, Inc
VMW
+$263M
5
NI icon
NiSource
NI
+$234M

Top Sells

1 +$1.82B
2 +$1.62B
3 +$1.03B
4
XOM icon
Exxon Mobil
XOM
+$869M
5
TSLA icon
Tesla
TSLA
+$701M

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
1826
$1.44M ﹤0.01%
94,393
+12,816
1827
$1.44M ﹤0.01%
53,829
+17,010
1828
$1.44M ﹤0.01%
34,930
+16,777
1829
$1.43M ﹤0.01%
96,539
+21,665
1830
$1.43M ﹤0.01%
35,584
+8,282
1831
$1.43M ﹤0.01%
18,760
1832
$1.43M ﹤0.01%
18,411
+8,634
1833
$1.43M ﹤0.01%
10,013
+4,505
1834
$1.43M ﹤0.01%
24,598
-13,076
1835
$1.42M ﹤0.01%
34,293
+13,499
1836
$1.42M ﹤0.01%
429,049
-35,718
1837
$1.42M ﹤0.01%
135,204
1838
$1.42M ﹤0.01%
18,273
-15,798
1839
$1.42M ﹤0.01%
79,474
+79,382
1840
$1.41M ﹤0.01%
30,228
-71,140
1841
$1.41M ﹤0.01%
175,652
+75,607
1842
$1.41M ﹤0.01%
156,787
+146,805
1843
$1.4M ﹤0.01%
7,006
+1,421
1844
$1.4M ﹤0.01%
395,047
+7,776
1845
$1.4M ﹤0.01%
11,805
+3,201
1846
$1.4M ﹤0.01%
148,118
-331,979
1847
$1.4M ﹤0.01%
144,023
1848
$1.4M ﹤0.01%
+28,137
1849
$1.39M ﹤0.01%
36,986
+12,760
1850
$1.39M ﹤0.01%
34,089
+6,671