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Barclays

Barclays Portfolio holdings

AUM $280B
1-Year Est. Return 34.19%
 

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
+34.19%
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
3501
$28K ﹤0.01%
2,632
+1,907
3502
$28K ﹤0.01%
11,485
+8,621
3503
$28K ﹤0.01%
1,821
-124
3504
$28K ﹤0.01%
3,444
-2,529
3505
$28K ﹤0.01%
777
-989
3506
$27K ﹤0.01%
+11,757
3507
$27K ﹤0.01%
703
+473
3508
$27K ﹤0.01%
5,824
+4,166
3509
$27K ﹤0.01%
822
-4,443
3510
$27K ﹤0.01%
951
-11,464
3511
$27K ﹤0.01%
275
+32
3512
$27K ﹤0.01%
4,078
+2,816
3513
$27K ﹤0.01%
1,072
-21,232
3514
$27K ﹤0.01%
3,154
-5,441
3515
$27K ﹤0.01%
6
+4
3516
$26K ﹤0.01%
+436
3517
$26K ﹤0.01%
+499
3518
$26K ﹤0.01%
+573
3519
$26K ﹤0.01%
5
-1
3520
$26K ﹤0.01%
168
-86
3521
$26K ﹤0.01%
3,395
+2,422
3522
$26K ﹤0.01%
1,897
-39,872
3523
$26K ﹤0.01%
1,416
+1,003
3524
$26K ﹤0.01%
1,407
+992
3525
$26K ﹤0.01%
398
+59