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
1851
$547K ﹤0.01%
17,430
+3,486
1852
$546K ﹤0.01%
19,536
-6,843
1853
$546K ﹤0.01%
18,284
+18,018
1854
$545K ﹤0.01%
+94,035
1855
$544K ﹤0.01%
12,837
+6,093
1856
$541K ﹤0.01%
11,743
+6,000
1857
$537K ﹤0.01%
17,670
+12,803
1858
$537K ﹤0.01%
6,800
+3,300
1859
$536K ﹤0.01%
51,154
-2,390
1860
$536K ﹤0.01%
+58,600
1861
$536K ﹤0.01%
7,335
+5,742
1862
$535K ﹤0.01%
25,113
-16,002
1863
$534K ﹤0.01%
48,542
-61,823
1864
$534K ﹤0.01%
+3,301
1865
$533K ﹤0.01%
27,570
+5,258
1866
$533K ﹤0.01%
6,666
-1,431
1867
$530K ﹤0.01%
14,408
1868
$529K ﹤0.01%
5,387
+2,056
1869
$529K ﹤0.01%
14,621
-59,377
1870
$528K ﹤0.01%
+15,000
1871
$527K ﹤0.01%
18,081
+1,678
1872
$527K ﹤0.01%
58,512
+45,757
1873
$526K ﹤0.01%
18,629
+6,913
1874
$523K ﹤0.01%
20,064
+4,755
1875
$523K ﹤0.01%
71,608
+35,502