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
$141B
AUM Growth
+$18.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,287
New
Increased
Reduced
Closed

Top Buys

1 +$1.19B
2 +$1.07B
3 +$1.06B
4
TSLA icon
Tesla
TSLA
+$1.01B
5
META icon
Meta Platforms (Facebook)
META
+$691M

Top Sells

1 +$689M
2 +$525M
3 +$450M
4
KSU
Kansas City Southern
KSU
+$305M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$265M

Sector Composition

1 Technology 22.71%
2 Financials 14.26%
3 Communication Services 11.45%
4 Consumer Discretionary 10.98%
5 Healthcare 10.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2926
$214K ﹤0.01%
8,648
-7,176
2927
$214K ﹤0.01%
12,163
+4,895
2928
$212K ﹤0.01%
2,290
-389
2929
$212K ﹤0.01%
632
+423
2930
$212K ﹤0.01%
8,740
+5,123
2931
$211K ﹤0.01%
51,656
+40,539
2932
$210K ﹤0.01%
5,934
+1,964
2933
$209K ﹤0.01%
17,243
+4,503
2934
$209K ﹤0.01%
504
+423
2935
$208K ﹤0.01%
23,800
+754
2936
$207K ﹤0.01%
6,429
+40
2937
$207K ﹤0.01%
13,229
-2,826
2938
$205K ﹤0.01%
31,136
+21,535
2939
$205K ﹤0.01%
17,043
+11,360
2940
$204K ﹤0.01%
18,580
+2,547
2941
$204K ﹤0.01%
12,976
+12,973
2942
$204K ﹤0.01%
20,508
-2,525
2943
$203K ﹤0.01%
8,675
-755
2944
$202K ﹤0.01%
11,050
-6,791
2945
$202K ﹤0.01%
11,517
-1,572
2946
$201K ﹤0.01%
7,202
+3,840
2947
$201K ﹤0.01%
2,093
+1,445
2948
$201K ﹤0.01%
4,204
+3,313
2949
$201K ﹤0.01%
10,669
+2,578
2950
$201K ﹤0.01%
32,255
+20,272