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
826
$19.4M 0.01%
844,437
+583,441
827
$19.4M 0.01%
348,306
+12,562
828
$19.4M 0.01%
565,045
+51,306
829
$19.3M 0.01%
879,023
+349,227
830
$19.3M 0.01%
110,911
+39,171
831
$19.3M 0.01%
377,116
+95,199
832
$19.3M 0.01%
262,295
+46
833
$19.2M 0.01%
503,855
-133,341
834
$19.2M 0.01%
182,769
-62,310
835
$19M 0.01%
188,864
-90,406
836
$19M 0.01%
351,589
+60,233
837
$19M 0.01%
62,674
+15,803
838
$18.9M 0.01%
202,239
+53,183
839
$18.9M 0.01%
38,619
-1,034
840
$18.7M 0.01%
117,853
+89,839
841
$18.7M 0.01%
462,942
+10,073
842
$18.7M 0.01%
94,843
+6,855
843
$18.6M 0.01%
141,561
+57,667
844
$18.6M 0.01%
200,937
+181,576
845
$18.6M 0.01%
208,023
+82,679
846
$18.6M 0.01%
1,014,252
-961,325
847
$18.5M 0.01%
380,623
+290,997
848
$18.5M 0.01%
538,733
+203,024
849
$18.5M 0.01%
744,426
+206,001
850
$18.4M 0.01%
315,118
+42,307