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
3126
$121K ﹤0.01%
+3,240
3127
$121K ﹤0.01%
3,126
+2,156
3128
$121K ﹤0.01%
5,175
-1,808
3129
$121K ﹤0.01%
1,495
+1,038
3130
$120K ﹤0.01%
12,611
+8,725
3131
$119K ﹤0.01%
12,040
3132
$118K ﹤0.01%
6,272
-811
3133
$118K ﹤0.01%
479
-3,969
3134
$117K ﹤0.01%
402
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3135
$117K ﹤0.01%
2,617
+46
3136
$117K ﹤0.01%
9,381
+6,500
3137
$117K ﹤0.01%
3,390
-104
3138
$116K ﹤0.01%
5,147
+3,794
3139
$116K ﹤0.01%
2,186
+1,510
3140
$116K ﹤0.01%
4,145
-25
3141
$115K ﹤0.01%
10,760
+8,286
3142
$114K ﹤0.01%
4,896
+3,440
3143
$114K ﹤0.01%
10,267
+6,518
3144
$113K ﹤0.01%
1,319
+882
3145
$113K ﹤0.01%
2,667
3146
$113K ﹤0.01%
2,253
-33,954
3147
$113K ﹤0.01%
16,747
+1,002
3148
$113K ﹤0.01%
20,447
+4,631
3149
$112K ﹤0.01%
+968
3150
$112K ﹤0.01%
1,606
+1,087