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
1876
$558K ﹤0.01%
11,654
-11,247
1877
$557K ﹤0.01%
19,893
+2,900
1878
$556K ﹤0.01%
17,379
+2,745
1879
$556K ﹤0.01%
10,296
+3,155
1880
$553K ﹤0.01%
36,913
-5,264
1881
$552K ﹤0.01%
10,226
+2,586
1882
$551K ﹤0.01%
22,052
+18,744
1883
$550K ﹤0.01%
27,462
+4,848
1884
$549K ﹤0.01%
19,597
+18,584
1885
$547K ﹤0.01%
24,824
-27,800
1886
$547K ﹤0.01%
8,409
+3,332
1887
$542K ﹤0.01%
30,100
+28,004
1888
$542K ﹤0.01%
23,675
-164,027
1889
$542K ﹤0.01%
7,045
+5,614
1890
$541K ﹤0.01%
20,795
+16,582
1891
$540K ﹤0.01%
7,019
+4,200
1892
$539K ﹤0.01%
13,456
+5,248
1893
$539K ﹤0.01%
37,214
+29,364
1894
$537K ﹤0.01%
19,900
-4,406
1895
$537K ﹤0.01%
8,255
+2,813
1896
$535K ﹤0.01%
19,068
+18,591
1897
$533K ﹤0.01%
38,106
+37,351
1898
$533K ﹤0.01%
29,632
+26,904
1899
$533K ﹤0.01%
468
-3,915
1900
$533K ﹤0.01%
33,411
+32,616