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
1176
$9.66M ﹤0.01%
88,918
+39,858
1177
$9.65M ﹤0.01%
71,134
+5,097
1178
$9.65M ﹤0.01%
301,934
+69,996
1179
$9.63M ﹤0.01%
236,999
+76,116
1180
$9.59M ﹤0.01%
282,797
-131,315
1181
$9.56M ﹤0.01%
139,859
+80,280
1182
$9.56M ﹤0.01%
162,282
+37,608
1183
$9.55M ﹤0.01%
106,539
+42,832
1184
$9.52M ﹤0.01%
55,076
+14,946
1185
$9.48M ﹤0.01%
66,734
-47,422
1186
$9.47M ﹤0.01%
72,150
-23,610
1187
$9.46M ﹤0.01%
209,705
+96,047
1188
$9.46M ﹤0.01%
411,465
+149,196
1189
$9.44M ﹤0.01%
56,114
+16,261
1190
$9.43M ﹤0.01%
256,384
-22,067
1191
$9.42M ﹤0.01%
161,624
-61,656
1192
$9.42M ﹤0.01%
229,365
-192,947
1193
$9.4M ﹤0.01%
21,639
+5,288
1194
$9.4M ﹤0.01%
456,849
+290,375
1195
$9.34M ﹤0.01%
900,597
+177,084
1196
$9.34M ﹤0.01%
77,201
+36,446
1197
$9.27M ﹤0.01%
140,000
1198
$9.27M ﹤0.01%
137,659
+11,673
1199
$9.25M ﹤0.01%
271,865
+2,222
1200
$9.22M ﹤0.01%
427,473
+179,025