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
3226
$89K ﹤0.01%
2,956
-72
3227
$89K ﹤0.01%
7,553
-1,218
3228
$88K ﹤0.01%
3,477
+2,252
3229
$88K ﹤0.01%
682
+206
3230
$88K ﹤0.01%
564
-1,719
3231
$88K ﹤0.01%
1,780
+1,138
3232
$87K ﹤0.01%
621
+429
3233
$87K ﹤0.01%
1,072
+740
3234
$87K ﹤0.01%
1,230
+721
3235
$87K ﹤0.01%
436
+159
3236
$86K ﹤0.01%
+12,685
3237
$86K ﹤0.01%
914
+550
3238
$85K ﹤0.01%
1,563
+133
3239
$85K ﹤0.01%
2,287
-2,987
3240
$84K ﹤0.01%
1,269
+742
3241
$84K ﹤0.01%
2,715
+30
3242
$84K ﹤0.01%
67
+14
3243
$83K ﹤0.01%
+107
3244
$83K ﹤0.01%
1,640
+1,109
3245
$83K ﹤0.01%
+1,274
3246
$83K ﹤0.01%
10,429
3247
$81K ﹤0.01%
1,815
-4,130
3248
$81K ﹤0.01%
4,079
+2,816
3249
$80K ﹤0.01%
13,562
+5,024
3250
$80K ﹤0.01%
19,882
-44,906