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
$252B
AUM Growth
+$31.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,765
New
Increased
Reduced
Closed

Top Buys

1 +$1.6B
2 +$1.11B
3 +$882M
4
JPM icon
JPMorgan Chase
JPM
+$628M
5
TSLA icon
Tesla
TSLA
+$594M

Top Sells

1 +$1.54B
2 +$1.39B
3 +$1.13B
4
AMZN icon
Amazon
AMZN
+$771M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$575M

Sector Composition

1 Technology 34.35%
2 Financials 12.77%
3 Consumer Discretionary 11.44%
4 Communication Services 8.74%
5 Healthcare 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2576
$1.06M ﹤0.01%
41,378
-294
2577
$1.06M ﹤0.01%
158,304
+72,866
2578
$1.06M ﹤0.01%
224,404
+56,311
2579
$1.06M ﹤0.01%
120,165
+13,120
2580
$1.05M ﹤0.01%
21,338
+7,261
2581
$1.05M ﹤0.01%
10,708
+2,994
2582
$1.05M ﹤0.01%
17,822
+5,318
2583
$1.04M ﹤0.01%
20,730
+14,670
2584
$1.04M ﹤0.01%
78,076
+42,700
2585
$1.04M ﹤0.01%
+100,000
2586
$1.04M ﹤0.01%
450,501
-258,465
2587
$1.04M ﹤0.01%
38,507
+9,715
2588
$1.04M ﹤0.01%
31,646
-20,262
2589
$1.04M ﹤0.01%
50,338
+24,356
2590
$1.03M ﹤0.01%
84,172
+25,459
2591
$1.03M ﹤0.01%
77,975
+40,611
2592
$1.03M ﹤0.01%
89,299
+25,125
2593
$1.03M ﹤0.01%
23,676
+6,407
2594
$1.03M ﹤0.01%
30,387
+9,967
2595
$1.03M ﹤0.01%
118,224
+29,612
2596
$1.02M ﹤0.01%
43,010
2597
$1.02M ﹤0.01%
130,554
-200,062
2598
$1.02M ﹤0.01%
91,164
+15,831
2599
$1.01M ﹤0.01%
+61,845
2600
$1.01M ﹤0.01%
32,638
+13,787