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Barclays

Barclays Portfolio holdings

AUM $280B
1-Year Est. Return 34.19%
 

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
+34.19%
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
2351
$168K ﹤0.01%
14,028
+13,395
2352
$167K ﹤0.01%
2,790
-4,008
2353
$167K ﹤0.01%
6,422
+2,077
2354
$167K ﹤0.01%
4,080
-1,471
2355
$167K ﹤0.01%
9,250
-3,631
2356
$166K ﹤0.01%
2,564
-660
2357
$166K ﹤0.01%
4,612
+4,377
2358
$166K ﹤0.01%
4,626
-288
2359
$166K ﹤0.01%
13,868
+7,351
2360
$165K ﹤0.01%
38,448
-387,537
2361
$165K ﹤0.01%
+27,528
2362
$165K ﹤0.01%
27,500
2363
$165K ﹤0.01%
7,149
+2,008
2364
$165K ﹤0.01%
20,605
+16,964
2365
$164K ﹤0.01%
20,479
+16,767
2366
$164K ﹤0.01%
3,547
+1,250
2367
$164K ﹤0.01%
12,753
-3,573
2368
$164K ﹤0.01%
+10,280
2369
$164K ﹤0.01%
10,914
+3,117
2370
$164K ﹤0.01%
20,556
-12,185
2371
$163K ﹤0.01%
5,117
-119,331
2372
$163K ﹤0.01%
10,224
+7,703
2373
$163K ﹤0.01%
6,279
+861
2374
$163K ﹤0.01%
4,544
+3,343
2375
$162K ﹤0.01%
1,009
+598