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
2301
$192K ﹤0.01%
16,745
2302
$192K ﹤0.01%
13,709
+8,138
2303
$191K ﹤0.01%
1,267
+874
2304
$191K ﹤0.01%
10,731
+183
2305
$190K ﹤0.01%
9,057
-2,366
2306
$189K ﹤0.01%
31,561
-232,067
2307
$189K ﹤0.01%
722
-223
2308
$189K ﹤0.01%
12,725
+1,744
2309
$188K ﹤0.01%
7,500
2310
$187K ﹤0.01%
8,909
-4,979
2311
$187K ﹤0.01%
14,412
-1,313
2312
$187K ﹤0.01%
1,040
-91
2313
$187K ﹤0.01%
18,748
+17,995
2314
$186K ﹤0.01%
4,904
+1,874
2315
$186K ﹤0.01%
6,909
+2,634
2316
$185K ﹤0.01%
10,904
+2,951
2317
$185K ﹤0.01%
3,628
-21,381
2318
$185K ﹤0.01%
5,995
-712
2319
$185K ﹤0.01%
5,061
+3,166
2320
$184K ﹤0.01%
1,678
+1,593
2321
$184K ﹤0.01%
1,537
-6,358
2322
$183K ﹤0.01%
3,300
-150
2323
$183K ﹤0.01%
+1,437
2324
$182K ﹤0.01%
15,255
+4,915
2325
$182K ﹤0.01%
9,166
-4,181