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
3526
$26K ﹤0.01%
1,407
+992
3527
$26K ﹤0.01%
398
+59
3528
$26K ﹤0.01%
5,124
+3,620
3529
$26K ﹤0.01%
819
-1,805
3530
$26K ﹤0.01%
558
+226
3531
$26K ﹤0.01%
248
-7,548
3532
$26K ﹤0.01%
+2,032
3533
$26K ﹤0.01%
1,264
+887
3534
$26K ﹤0.01%
+6,086
3535
$26K ﹤0.01%
899
+629
3536
$25K ﹤0.01%
6,330
+4,501
3537
$25K ﹤0.01%
152
3538
$25K ﹤0.01%
2,648
-346
3539
$25K ﹤0.01%
322
-55
3540
$25K ﹤0.01%
2,841
+582
3541
$24K ﹤0.01%
2,128
-101,928
3542
$24K ﹤0.01%
700
3543
$24K ﹤0.01%
743
-110
3544
$24K ﹤0.01%
+42
3545
$24K ﹤0.01%
3,181
+2,720
3546
$24K ﹤0.01%
132
+92
3547
$24K ﹤0.01%
1,500
3548
$24K ﹤0.01%
904
-3,886
3549
$23K ﹤0.01%
1,202
+251
3550
$23K ﹤0.01%
356
-1,282