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
526
$49.7M 0.02%
995,229
-48,848
527
$49.4M 0.02%
5,531,544
+2,163,835
528
$49.4M 0.02%
390,159
-330,506
529
$49.3M 0.02%
345,774
+184,977
530
$49.1M 0.02%
2,708,733
-1,516,087
531
$48.8M 0.02%
1,611,754
+422,919
532
$48.8M 0.02%
710,799
+556,634
533
$48.5M 0.02%
276,356
-38,442
534
$48.4M 0.02%
2,578,114
+1,412,196
535
$48.1M 0.02%
1,178,055
+517,364
536
$48.1M 0.02%
117,744
-11,443
537
$47.8M 0.02%
4,630,649
+1,407,380
538
$47.8M 0.02%
523,797
-40,379
539
$47.7M 0.02%
83,257
+6,659
540
$47.6M 0.02%
1,376,366
+1,185,516
541
$47.6M 0.02%
680,652
+92,556
542
$47.5M 0.02%
1,939,421
-32,746
543
$47.2M 0.02%
725,080
-76,964
544
$47.2M 0.02%
1,634,852
+240,503
545
$47.1M 0.02%
1,854,899
+66,628
546
$47M 0.02%
105,111
-5,335
547
$46.9M 0.02%
659,727
+105,935
548
$46.7M 0.02%
919,727
-162,365
549
$46.7M 0.02%
943,321
-87,802
550
$46.6M 0.02%
249,630
+50,008