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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
3901
$0 ﹤0.01%
+9
3902
-2,450
3903
$0 ﹤0.01%
4
-2,497
3904
-6,227
3905
$0 ﹤0.01%
+3
3906
-30,000
3907
$0 ﹤0.01%
+1
3908
-196
3909
$0 ﹤0.01%
6
3910
-300
3911
-36,312
3912
-893
3913
-344,392
3914
-33,456
3915
-517,702
3916
-48,208
3917
-27,135
3918
-103,260
3919
-30,032
3920
-1,241,690
3921
-897,113
3922
-269,801
3923
-207
3924
-436,826
3925
-169,521