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
3101
$387K ﹤0.01%
85,712
+39,502
3102
$386K ﹤0.01%
24,200
+7,941
3103
$386K ﹤0.01%
27,440
-18,090
3104
$385K ﹤0.01%
70,087
3105
$384K ﹤0.01%
214,550
-69,639
3106
$383K ﹤0.01%
200,512
+119,742
3107
$380K ﹤0.01%
15,601
-20,774
3108
$378K ﹤0.01%
+172,803
3109
$378K ﹤0.01%
146,015
-25,119
3110
$378K ﹤0.01%
35,256
+14,313
3111
$377K ﹤0.01%
14,641
+6,245
3112
$377K ﹤0.01%
35,706
+12,973
3113
$377K ﹤0.01%
46,130
+21,020
3114
$376K ﹤0.01%
17,922
+7,012
3115
$375K ﹤0.01%
11,453
+5,838
3116
$374K ﹤0.01%
124,831
+43,490
3117
$374K ﹤0.01%
35,390
+7,379
3118
$374K ﹤0.01%
19,268
+4,702
3119
$373K ﹤0.01%
8,414
+2,665
3120
$373K ﹤0.01%
108,653
+25,392
3121
$370K ﹤0.01%
11,929
-1,044
3122
$369K ﹤0.01%
31,293
+14,509
3123
$369K ﹤0.01%
109,536
+25,530
3124
$368K ﹤0.01%
37,688
+25,145
3125
$367K ﹤0.01%
26,003
-143,100