Barclays

Barclays Portfolio holdings

AUM $249B
1-Year Est. Return 29.74%
 

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
+29.74%
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
1151
$10M ﹤0.01%
208,104
+7,261
1152
$10M ﹤0.01%
131,585
+32,256
1153
$9.99M ﹤0.01%
471,114
-33,013
1154
$9.98M ﹤0.01%
946,067
+424,521
1155
$9.97M ﹤0.01%
115,760
1156
$9.96M ﹤0.01%
52,215
+15,711
1157
$9.96M ﹤0.01%
189,847
-13,276
1158
$9.93M ﹤0.01%
19,459
+2,631
1159
$9.92M ﹤0.01%
124,231
+34,796
1160
$9.91M ﹤0.01%
126,696
+70,476
1161
$9.9M ﹤0.01%
333,311
+146,778
1162
$9.88M ﹤0.01%
132,867
+42,087
1163
$9.88M ﹤0.01%
1,665,464
+948,948
1164
$9.87M ﹤0.01%
101,500
-19,025
1165
$9.87M ﹤0.01%
77,545
+28,133
1166
$9.79M ﹤0.01%
279,596
+15,870
1167
$9.78M ﹤0.01%
366,087
+40,081
1168
$9.78M ﹤0.01%
62,364
+2,615
1169
$9.78M ﹤0.01%
274,667
+139,746
1170
$9.77M ﹤0.01%
77,391
+527
1171
$9.77M ﹤0.01%
50,905
+17,016
1172
$9.74M ﹤0.01%
477,445
-7,014
1173
$9.73M ﹤0.01%
49,292
-14,659
1174
$9.72M ﹤0.01%
103,913
+25,453
1175
$9.69M ﹤0.01%
336,134
+319,463