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
2601
$1.01M ﹤0.01%
62,061
+20,882
2602
$1.01M ﹤0.01%
84,785
+21,798
2603
$1.01M ﹤0.01%
71,144
+30,766
2604
$1M ﹤0.01%
117,471
+108,727
2605
$1M ﹤0.01%
45,563
+14,029
2606
$1M ﹤0.01%
349,894
-2,085,204
2607
$999K ﹤0.01%
34,739
+7,996
2608
$997K ﹤0.01%
3,700
+2,567
2609
$996K ﹤0.01%
15,757
+1,336
2610
$995K ﹤0.01%
210,454
+63,235
2611
$995K ﹤0.01%
144,056
+95,726
2612
$995K ﹤0.01%
543,748
+138,526
2613
$995K ﹤0.01%
221,060
+110,221
2614
$993K ﹤0.01%
143,039
-1,056
2615
$991K ﹤0.01%
49,544
-10,350
2616
$990K ﹤0.01%
27,037
+8,595
2617
$987K ﹤0.01%
71,543
+26,654
2618
$985K ﹤0.01%
20,915
+6,648
2619
$983K ﹤0.01%
71,160
+24,885
2620
$983K ﹤0.01%
36,091
-12,892
2621
$979K ﹤0.01%
29,562
-12,565
2622
$976K ﹤0.01%
272,727
+102,409
2623
$971K ﹤0.01%
36,328
+9,124
2624
$969K ﹤0.01%
142,101
-4,332
2625
$969K ﹤0.01%
74,510
+19,444