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
3276
$270K ﹤0.01%
2,400
3277
$270K ﹤0.01%
27,813
+11,653
3278
$269K ﹤0.01%
18,011
+3,782
3279
$268K ﹤0.01%
19,445
+17,573
3280
$267K ﹤0.01%
+10,000
3281
$267K ﹤0.01%
54,167
-527
3282
$266K ﹤0.01%
33,675
-14,399
3283
$266K ﹤0.01%
16,036
+6,613
3284
$264K ﹤0.01%
11,646
+11,564
3285
$264K ﹤0.01%
64,015
+27,227
3286
$264K ﹤0.01%
52,312
+30,876
3287
$264K ﹤0.01%
7,538
+2,836
3288
$262K ﹤0.01%
35,525
+35,303
3289
$262K ﹤0.01%
11,813
+4,341
3290
$262K ﹤0.01%
365,450
+36,061
3291
$261K ﹤0.01%
67,000
+4,822
3292
$261K ﹤0.01%
7,285
+7,273
3293
$261K ﹤0.01%
63,260
+19,067
3294
$260K ﹤0.01%
3,152
3295
$259K ﹤0.01%
+10,000
3296
$259K ﹤0.01%
+7,500
3297
$258K ﹤0.01%
7,465
+7,445
3298
$258K ﹤0.01%
+14,000
3299
$257K ﹤0.01%
17,118
+11,151
3300
$257K ﹤0.01%
917