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
2626
$968K ﹤0.01%
38,519
-39,602
2627
$967K ﹤0.01%
3,894
+1,621
2628
$967K ﹤0.01%
19,942
+5,598
2629
$966K ﹤0.01%
3,029
+2,739
2630
$961K ﹤0.01%
70,154
+25,614
2631
$958K ﹤0.01%
10,170
+3,472
2632
$956K ﹤0.01%
6,696
+3,277
2633
$952K ﹤0.01%
45,375
+13,449
2634
$952K ﹤0.01%
+79,565
2635
$951K ﹤0.01%
4,221
+1,412
2636
$950K ﹤0.01%
62,647
+2,375
2637
$949K ﹤0.01%
207,278
+90,067
2638
$948K ﹤0.01%
24,151
+12,700
2639
$947K ﹤0.01%
27,325
+12,083
2640
$946K ﹤0.01%
107,912
+30,726
2641
$946K ﹤0.01%
93,049
+23,419
2642
$945K ﹤0.01%
8,981
+1,727
2643
$944K ﹤0.01%
64,432
2644
$942K ﹤0.01%
261,774
+90,462
2645
$940K ﹤0.01%
86,665
+21,913
2646
$939K ﹤0.01%
+2,090
2647
$937K ﹤0.01%
42,188
+29,697
2648
$936K ﹤0.01%
258,524
+90,872
2649
$936K ﹤0.01%
83,913
-19,421
2650
$932K ﹤0.01%
63,041
+26,851