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
2376
$162K ﹤0.01%
27,024
+4,746
2377
$161K ﹤0.01%
32,178
-1,564
2378
$161K ﹤0.01%
12,413
-303
2379
$160K ﹤0.01%
870
-470
2380
$160K ﹤0.01%
20,046
-36,332
2381
$160K ﹤0.01%
3,821
-1,308
2382
$160K ﹤0.01%
80,200
+79,100
2383
$159K ﹤0.01%
5,674
-1,939
2384
$158K ﹤0.01%
8,727
+1,321
2385
$158K ﹤0.01%
52,823
-40,133
2386
$157K ﹤0.01%
19,528
+8,323
2387
$157K ﹤0.01%
4,931
+2,249
2388
$157K ﹤0.01%
12,072
-5,085
2389
$156K ﹤0.01%
8,748
-175,755
2390
$156K ﹤0.01%
11,232
+7,332
2391
$156K ﹤0.01%
1,890
-102
2392
$156K ﹤0.01%
11,111
-4,552
2393
$156K ﹤0.01%
+1,476
2394
$156K ﹤0.01%
11,957
+9,326
2395
$156K ﹤0.01%
+6,238
2396
$155K ﹤0.01%
7,720
+3,127
2397
$155K ﹤0.01%
4,561
+2,632
2398
$155K ﹤0.01%
6,186
-485
2399
$155K ﹤0.01%
13,989
+10,768
2400
$155K ﹤0.01%
7,060
-2,982