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
1876
$523K ﹤0.01%
11,958
-49,280
1877
$522K ﹤0.01%
5,842
-4,441
1878
$522K ﹤0.01%
11,315
+3,521
1879
$521K ﹤0.01%
34,807
+19,919
1880
$520K ﹤0.01%
7,461
-4,826
1881
$519K ﹤0.01%
85,735
+85,158
1882
$518K ﹤0.01%
16,422
1883
$518K ﹤0.01%
865
-1,753
1884
$516K ﹤0.01%
23,852
-7,494
1885
$515K ﹤0.01%
47,616
+25,370
1886
$514K ﹤0.01%
19,978
-24,150
1887
$514K ﹤0.01%
6,557
-13,418
1888
$512K ﹤0.01%
7,048
-2,699
1889
$512K ﹤0.01%
6,522
1890
$512K ﹤0.01%
+22,000
1891
$511K ﹤0.01%
81
+76
1892
$509K ﹤0.01%
5,343
-6,207
1893
$508K ﹤0.01%
4,020
-264
1894
$508K ﹤0.01%
9,090
+5,283
1895
$507K ﹤0.01%
27,293
+24,381
1896
$507K ﹤0.01%
8,384
1897
$506K ﹤0.01%
24,963
-3,018
1898
$506K ﹤0.01%
23,076
-7,153
1899
$506K ﹤0.01%
12,984
+10,939
1900
$505K ﹤0.01%
85,765
-127,466