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
1876
$3.27M ﹤0.01%
+90,170
1877
$3.26M ﹤0.01%
365,756
+180,260
1878
$3.26M ﹤0.01%
230,729
+58,707
1879
$3.26M ﹤0.01%
338,187
+96,892
1880
$3.26M ﹤0.01%
45,378
-4,546
1881
$3.25M ﹤0.01%
22,535
+7,428
1882
$3.25M ﹤0.01%
140,215
+43,739
1883
$3.25M ﹤0.01%
401,355
+117,978
1884
$3.25M ﹤0.01%
126,273
-207,123
1885
$3.24M ﹤0.01%
216,646
+2,040
1886
$3.24M ﹤0.01%
137,188
+44,048
1887
$3.23M ﹤0.01%
231,104
+107,041
1888
$3.23M ﹤0.01%
454,827
-34,919
1889
$3.23M ﹤0.01%
282,761
+152,108
1890
$3.23M ﹤0.01%
280,397
+54,857
1891
$3.23M ﹤0.01%
26,772
-3,112
1892
$3.22M ﹤0.01%
72,721
+28,100
1893
$3.22M ﹤0.01%
202,435
+35,047
1894
$3.22M ﹤0.01%
25,132
+14,080
1895
$3.22M ﹤0.01%
246,059
-537
1896
$3.21M ﹤0.01%
116,296
+34,718
1897
$3.21M ﹤0.01%
29,410
-44,497
1898
$3.21M ﹤0.01%
60,660
+11,238
1899
$3.21M ﹤0.01%
219,638
-70,903
1900
$3.2M ﹤0.01%
22,842
+9,630