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
2901
$585K ﹤0.01%
116,960
+25,172
2902
$584K ﹤0.01%
141,138
+49,063
2903
$583K ﹤0.01%
88,108
+41,032
2904
$582K ﹤0.01%
85,970
+26,198
2905
$579K ﹤0.01%
253,828
+92,345
2906
$576K ﹤0.01%
41,046
+5,561
2907
$576K ﹤0.01%
6,150
-400
2908
$575K ﹤0.01%
12,924
+6,680
2909
$574K ﹤0.01%
+35,711
2910
$572K ﹤0.01%
35,935
+15,452
2911
$571K ﹤0.01%
47,942
+23,688
2912
$570K ﹤0.01%
43,117
+12,146
2913
$568K ﹤0.01%
20,212
+7,003
2914
$567K ﹤0.01%
22,436
+9,656
2915
$567K ﹤0.01%
114,760
+47,836
2916
$567K ﹤0.01%
157,036
+36,514
2917
$566K ﹤0.01%
47,388
-2,528
2918
$565K ﹤0.01%
46,098
+16,282
2919
$564K ﹤0.01%
30,963
+15,090
2920
$563K ﹤0.01%
191,461
-205,688
2921
$561K ﹤0.01%
24,670
+18
2922
$560K ﹤0.01%
108,321
+24,251
2923
$560K ﹤0.01%
7,416
+409
2924
$557K ﹤0.01%
150,917
+77,065
2925
$552K ﹤0.01%
+44,252