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
$71.3B
AUM Growth
+$9.68B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,662
New
Increased
Reduced
Closed

Top Buys

1 +$351M
2 +$320M
3 +$295M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$240M
5
XOM icon
Exxon Mobil
XOM
+$226M

Sector Composition

1 Technology 16.03%
2 Financials 10.98%
3 Healthcare 10.52%
4 Communication Services 8.58%
5 Consumer Discretionary 8.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2426
$604K ﹤0.01%
63,974
+23,017
2427
$604K ﹤0.01%
+2,480
2428
$603K ﹤0.01%
129,928
+67,436
2429
$601K ﹤0.01%
13,686
-3,058
2430
$599K ﹤0.01%
14,534
-16,657
2431
$598K ﹤0.01%
10,040
+7,818
2432
$596K ﹤0.01%
47,727
-146,463
2433
$596K ﹤0.01%
17,921
+3,695
2434
$594K ﹤0.01%
33,738
+17,742
2435
$592K ﹤0.01%
+47,602
2436
$590K ﹤0.01%
35,812
-5,043
2437
$590K ﹤0.01%
82,015
-204,244
2438
$590K ﹤0.01%
2,948
-1,604
2439
$588K ﹤0.01%
34,153
+18,087
2440
$588K ﹤0.01%
36,990
+17,215
2441
$587K ﹤0.01%
23,358
+23,061
2442
$586K ﹤0.01%
89,098
+25,943
2443
$585K ﹤0.01%
21,052
+8,272
2444
$585K ﹤0.01%
17,226
+16,326
2445
$585K ﹤0.01%
13,017
+12,021
2446
$584K ﹤0.01%
60,490
+13,794
2447
$584K ﹤0.01%
260,968
+245,548
2448
$583K ﹤0.01%
+11,040
2449
$582K ﹤0.01%
31,872
+14,700
2450
$581K ﹤0.01%
51,212
-40,658