Barclays

Barclays Portfolio holdings

AUM $249B
1-Year Est. Return 25.39%
 

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
+25.39%
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
1026
$12.5M ﹤0.01%
69,122
+15,533
1027
$12.5M ﹤0.01%
81,135
+23,929
1028
$12.4M ﹤0.01%
1,158,823
+31,635
1029
$12.4M ﹤0.01%
94,404
+40,841
1030
$12.4M ﹤0.01%
912,101
+311,600
1031
$12.4M ﹤0.01%
767,645
+156,524
1032
$12.3M ﹤0.01%
67,935
+29,646
1033
$12.3M ﹤0.01%
173,318
+121,462
1034
$12.3M ﹤0.01%
359,260
-85,343
1035
$12.3M ﹤0.01%
570,402
-132,660
1036
$12.3M ﹤0.01%
340,963
+95,412
1037
$12.3M ﹤0.01%
388,084
+254,397
1038
$12.2M ﹤0.01%
339,362
-27,868
1039
$12.2M ﹤0.01%
67,477
+14,487
1040
$12.2M ﹤0.01%
36,040
+12,717
1041
$12.2M ﹤0.01%
52,376
-14,241
1042
$12.2M ﹤0.01%
659,978
-526,038
1043
$12.1M ﹤0.01%
273,706
+182,172
1044
$12.1M ﹤0.01%
412,570
+32,832
1045
$12.1M ﹤0.01%
91,903
+17,675
1046
$12.1M ﹤0.01%
135,540
-26,280
1047
$12M ﹤0.01%
184,639
+45,359
1048
$12M ﹤0.01%
75,594
+26,274
1049
$12M ﹤0.01%
625,030
+195,660
1050
$12M ﹤0.01%
391,348
+103,085