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
2226
$229K ﹤0.01%
2,850
+959
2227
$229K ﹤0.01%
2,827
+2,112
2228
$229K ﹤0.01%
7,634
+6,265
2229
$226K ﹤0.01%
7,542
-32,941
2230
$226K ﹤0.01%
9,012
+5,565
2231
$226K ﹤0.01%
2,389
+1,574
2232
$225K ﹤0.01%
17,299
-26,110
2233
$224K ﹤0.01%
8,600
+1,403
2234
$224K ﹤0.01%
28,000
-153
2235
$224K ﹤0.01%
28,035
-91,690
2236
$221K ﹤0.01%
8,835
+2,774
2237
$220K ﹤0.01%
2,320
-5,071
2238
$220K ﹤0.01%
+7,073
2239
$220K ﹤0.01%
442
+177
2240
$220K ﹤0.01%
1,604
-226
2241
$219K ﹤0.01%
10,440
2242
$219K ﹤0.01%
5,200
2243
$219K ﹤0.01%
7,536
+4,900
2244
$219K ﹤0.01%
12,223
+1,834
2245
$218K ﹤0.01%
15,594
-34,998
2246
$217K ﹤0.01%
5,414
-3,332
2247
$216K ﹤0.01%
11,978
+10,526
2248
$215K ﹤0.01%
5,570
+508
2249
$215K ﹤0.01%
4,403
-11,916
2250
$215K ﹤0.01%
7,652
+424