Barclays

Barclays Portfolio holdings

AUM $249B
1-Year Est. Return 25.39%
 

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
+25.39%
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
3651
$128K ﹤0.01%
1,061
-17,212
3652
$128K ﹤0.01%
+13,327
3653
$127K ﹤0.01%
1,300
3654
$127K ﹤0.01%
18,400
-5,237
3655
$126K ﹤0.01%
4,944
-3,179
3656
$125K ﹤0.01%
52,620
+18,290
3657
$124K ﹤0.01%
57,598
+57,277
3658
$124K ﹤0.01%
2,971
-747
3659
$124K ﹤0.01%
41,956
+19,968
3660
$123K ﹤0.01%
4,265
+1,115
3661
$123K ﹤0.01%
2,160
3662
$123K ﹤0.01%
27,122
+26,818
3663
$122K ﹤0.01%
19,362
3664
$122K ﹤0.01%
33,324
-178
3665
$122K ﹤0.01%
+4,900
3666
$120K ﹤0.01%
+5,000
3667
$119K ﹤0.01%
78,252
+77,945
3668
$118K ﹤0.01%
97,747
-97,973
3669
$118K ﹤0.01%
47,656
-49,517
3670
$117K ﹤0.01%
112,347
+111,007
3671
$116K ﹤0.01%
2,457
+2,308
3672
$116K ﹤0.01%
60,564
+16,713
3673
$115K ﹤0.01%
77,597
3674
$114K ﹤0.01%
23,247
+13,009
3675
$113K ﹤0.01%
2,933
-2,630