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
3476
$189K ﹤0.01%
3,014
+1,412
3477
$188K ﹤0.01%
+13,933
3478
$188K ﹤0.01%
146,818
+56,588
3479
$188K ﹤0.01%
126,963
+102,653
3480
$188K ﹤0.01%
+64,001
3481
$187K ﹤0.01%
38,043
-16,000
3482
$186K ﹤0.01%
7,000
+6,983
3483
$186K ﹤0.01%
66,548
+17,027
3484
$186K ﹤0.01%
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3485
$186K ﹤0.01%
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3486
$184K ﹤0.01%
58,898
+36,361
3487
$184K ﹤0.01%
4,779
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3488
$182K ﹤0.01%
+3,953
3489
$181K ﹤0.01%
74,032
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3490
$181K ﹤0.01%
5,689
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3491
$181K ﹤0.01%
7,905
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3492
$181K ﹤0.01%
5,381
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3493
$180K ﹤0.01%
+47,000
3494
$180K ﹤0.01%
4,880
+4,870
3495
$180K ﹤0.01%
16,950
+6,255
3496
$180K ﹤0.01%
14,641
-3
3497
$180K ﹤0.01%
+55,748
3498
$179K ﹤0.01%
27,053
+1,920
3499
$179K ﹤0.01%
+38,649
3500
$179K ﹤0.01%
39,764
-18,196