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
2451
$580K ﹤0.01%
68,932
-182,526
2452
$580K ﹤0.01%
31,330
+9,219
2453
$579K ﹤0.01%
34,998
+2,918
2454
$577K ﹤0.01%
58,538
+15,454
2455
$576K ﹤0.01%
32,806
+347
2456
$576K ﹤0.01%
24,116
+17,751
2457
$576K ﹤0.01%
196,395
-712,908
2458
$575K ﹤0.01%
45,297
+9,280
2459
$574K ﹤0.01%
17,451
+14,456
2460
$574K ﹤0.01%
46,099
+36,262
2461
$573K ﹤0.01%
22,768
-18,576
2462
$573K ﹤0.01%
13,704
+9,403
2463
$573K ﹤0.01%
27,743
+7,554
2464
$569K ﹤0.01%
5,841
+3,001
2465
$569K ﹤0.01%
62,163
+10,897
2466
$567K ﹤0.01%
32,451
-54,162
2467
$567K ﹤0.01%
571
-1,082
2468
$565K ﹤0.01%
3,162
+439
2469
$565K ﹤0.01%
37,827
+18,218
2470
$564K ﹤0.01%
11,335
-1,725
2471
$564K ﹤0.01%
20,109
+10,498
2472
$564K ﹤0.01%
42,574
+21,182
2473
$564K ﹤0.01%
6,350
2474
$563K ﹤0.01%
45,475
+24,467
2475
$563K ﹤0.01%
10,280
-4,519