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
1251
$8.32M ﹤0.01%
109,647
+109,636
1252
$8.31M ﹤0.01%
84,335
+10,728
1253
$8.31M ﹤0.01%
584,983
+48,724
1254
$8.28M ﹤0.01%
2,670,826
+630,358
1255
$8.26M ﹤0.01%
330,735
+103,423
1256
$8.24M ﹤0.01%
66,203
-41,678
1257
$8.23M ﹤0.01%
657,962
+53,646
1258
$8.23M ﹤0.01%
49,098
+30,873
1259
$8.22M ﹤0.01%
275,933
+82,153
1260
$8.21M ﹤0.01%
308,928
-82,181
1261
$8.19M ﹤0.01%
488,367
+254,740
1262
$8.18M ﹤0.01%
212,807
+84,710
1263
$8.11M ﹤0.01%
36,050
+9,696
1264
$8.1M ﹤0.01%
299,714
+161,342
1265
$8.1M ﹤0.01%
241,823
-298,722
1266
$8.09M ﹤0.01%
62,913
-198,119
1267
$8.07M ﹤0.01%
432,742
+175,366
1268
$8.07M ﹤0.01%
2,820
-77
1269
$8.06M ﹤0.01%
202,652
-196,896
1270
$8.06M ﹤0.01%
74,118
+16,926
1271
$8.05M ﹤0.01%
154,518
-29,455
1272
$8.01M ﹤0.01%
109,207
+40,970
1273
$8M ﹤0.01%
368,836
+170,755
1274
$7.98M ﹤0.01%
333,260
+158,598
1275
$7.98M ﹤0.01%
16,389
+5,917