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
1426
$6.31M ﹤0.01%
244,944
-95,077
1427
$6.31M ﹤0.01%
25,962
+1,468
1428
$6.3M ﹤0.01%
145,987
+10,468
1429
$6.3M ﹤0.01%
100,600
+23,533
1430
$6.29M ﹤0.01%
107,301
-38,647
1431
$6.29M ﹤0.01%
34,660
+11,055
1432
$6.27M ﹤0.01%
2,096,871
+1,051,140
1433
$6.27M ﹤0.01%
243,994
+114,870
1434
$6.27M ﹤0.01%
355,886
+16,804
1435
$6.26M ﹤0.01%
89,341
+28,969
1436
$6.25M ﹤0.01%
137,511
+28,416
1437
$6.25M ﹤0.01%
+129,920
1438
$6.25M ﹤0.01%
143,181
+57,969
1439
$6.25M ﹤0.01%
383,289
+216,084
1440
$6.23M ﹤0.01%
67,519
+15,345
1441
$6.23M ﹤0.01%
155,848
+107,589
1442
$6.21M ﹤0.01%
334,541
-118,941
1443
$6.21M ﹤0.01%
32,860
+13,888
1444
$6.21M ﹤0.01%
279,246
+186,377
1445
$6.2M ﹤0.01%
796,966
+252,326
1446
$6.18M ﹤0.01%
72,721
+37,140
1447
$6.17M ﹤0.01%
98,190
+30,677
1448
$6.17M ﹤0.01%
169,364
-62,543
1449
$6.16M ﹤0.01%
46,597
+16,362
1450
$6.13M ﹤0.01%
96,333
+33,799