Barclays

Barclays Portfolio holdings

AUM $249B
1-Year Est. Return 25.38%
 

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
+25.38%
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
126
$357M 0.14%
3,024,905
+302,733
127
$353M 0.14%
989,937
-426,362
128
$350M 0.14%
333,311
-346,114
129
$350M 0.14%
2,336,580
-2,242,413
130
$346M 0.14%
5,127,568
+188,160
131
$345M 0.14%
1,290,784
+213,632
132
$345M 0.14%
470,962
+61,606
133
$343M 0.14%
4,610,110
-128,313
134
$340M 0.13%
1,554,385
-564,129
135
$338M 0.13%
1,109,444
+453,017
136
$337M 0.13%
33,581,110
+13,353,256
137
$335M 0.13%
1,825,631
+246,412
138
$334M 0.13%
3,674,614
-2,381,465
139
$334M 0.13%
4,807,204
-1,242,505
140
$331M 0.13%
2,981,838
+598,254
141
$330M 0.13%
672,424
+120,170
142
$326M 0.13%
1,534,453
+386,389
143
$325M 0.13%
1,008,059
-204,620
144
$323M 0.13%
1,311,936
-148,336
145
$321M 0.13%
3,392,256
-676,824
146
$321M 0.13%
438,599
+69,896
147
$320M 0.13%
3,551,770
-364,361
148
$319M 0.13%
15,591,367
+9,530,376
149
$318M 0.13%
601,294
-88,688
150
$317M 0.13%
10,661,053
+910,712