Barclays

Barclays Portfolio holdings

AUM $249B
1-Year Est. Return 25.38%
 

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
+25.38%
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
3876
$33.2K ﹤0.01%
2,048
+72
3877
$33.1K ﹤0.01%
260
-376
3878
$33.1K ﹤0.01%
248
3879
$32.9K ﹤0.01%
5,584
-1
3880
$32.9K ﹤0.01%
1,500
+500
3881
$32.4K ﹤0.01%
725
3882
$32.4K ﹤0.01%
2,296
+788
3883
$32.2K ﹤0.01%
152
3884
$32.1K ﹤0.01%
492
3885
$32K ﹤0.01%
30,197
3886
$31.7K ﹤0.01%
2,783
3887
$31.4K ﹤0.01%
1,040
+866
3888
$31.1K ﹤0.01%
5,627
3889
$31K ﹤0.01%
512
-1,469
3890
$30.9K ﹤0.01%
330
3891
$30.9K ﹤0.01%
4,743
-8,559
3892
$30.9K ﹤0.01%
400
3893
$30.7K ﹤0.01%
21,178
-40,672
3894
$30.5K ﹤0.01%
11,185
-37,386
3895
$30.5K ﹤0.01%
32,270
-113,801
3896
$30.5K ﹤0.01%
681
3897
$30.4K ﹤0.01%
580
3898
$29.7K ﹤0.01%
+9,412
3899
$29.7K ﹤0.01%
13,198
3900
$29.5K ﹤0.01%
3,943
+3,709