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
601
$39.2M 0.02%
2,141,893
+95,662
602
$39.1M 0.02%
349,927
+298,667
603
$39M 0.02%
115,859
+8,568
604
$39M 0.02%
444,486
-419,475
605
$38.9M 0.02%
1,239,693
+129,581
606
$38.8M 0.02%
642,463
-29,843
607
$38.8M 0.02%
370,182
-19,271
608
$38.6M 0.02%
481,348
-4,348
609
$38.4M 0.02%
57,834
+46,987
610
$37.9M 0.02%
138,218
-288
611
$37.8M 0.02%
583,871
-148,080
612
$37.7M 0.02%
175,899
+27,091
613
$37.7M 0.02%
271,820
+255,640
614
$37.7M 0.01%
1,032,257
-133,441
615
$37.5M 0.01%
18,782
+2,097
616
$37.5M 0.01%
258,230
+4,910
617
$37.2M 0.01%
258,258
-42,515
618
$37.1M 0.01%
128,668
-8,972
619
$36.7M 0.01%
574,722
+98,385
620
$36.4M 0.01%
1,297,110
+54,143
621
$36.4M 0.01%
3,166,958
-1,617,615
622
$36.2M 0.01%
291,525
-8,890
623
$36.2M 0.01%
935,137
-119,830
624
$35.7M 0.01%
1,390,045
-19,464
625
$35.7M 0.01%
385,098
+161,670