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
1826
$3.48M ﹤0.01%
30,715
+9,854
1827
$3.48M ﹤0.01%
78,224
+18,897
1828
$3.48M ﹤0.01%
554,638
+4,556
1829
$3.47M ﹤0.01%
326,442
+109,977
1830
$3.47M ﹤0.01%
820,181
+254,838
1831
$3.46M ﹤0.01%
44,781
+17,646
1832
$3.46M ﹤0.01%
334,210
+135,017
1833
$3.46M ﹤0.01%
372,110
+217,314
1834
$3.46M ﹤0.01%
133,437
+32,629
1835
$3.45M ﹤0.01%
231,838
+60,105
1836
$3.45M ﹤0.01%
37,980
-14,657
1837
$3.45M ﹤0.01%
416,495
-3,363,476
1838
$3.44M ﹤0.01%
229,187
+58,380
1839
$3.42M ﹤0.01%
69,564
-133,792
1840
$3.42M ﹤0.01%
115,037
+7,967
1841
$3.42M ﹤0.01%
91,929
+25,351
1842
$3.4M ﹤0.01%
30,401
+7,580
1843
$3.4M ﹤0.01%
39,302
+9,725
1844
$3.39M ﹤0.01%
29,350
+5,533
1845
$3.39M ﹤0.01%
301,599
+114,631
1846
$3.39M ﹤0.01%
117,982
+26,543
1847
$3.38M ﹤0.01%
40,726
+12,177
1848
$3.38M ﹤0.01%
30,215
-12,074
1849
$3.38M ﹤0.01%
63,040
-23,380
1850
$3.38M ﹤0.01%
72,649
-169,686