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
176
$256M 0.1%
4,190,058
+251,980
177
$254M 0.1%
2,764,813
+321,651
178
$254M 0.1%
483,026
+161,669
179
$252M 0.1%
5,250,952
-1,376,062
180
$251M 0.1%
3,171,392
+98,961
181
$249M 0.1%
777,911
+140,877
182
$249M 0.1%
1,619,105
+26,406
183
$245M 0.1%
739,698
+143,772
184
$243M 0.1%
3,522,839
+253,050
185
$241M 0.1%
2,906,432
+2,906,422
186
$235M 0.09%
5,460,466
-336,302
187
$234M 0.09%
1,333,169
+42,415
188
$233M 0.09%
3,247,519
+691,902
189
$233M 0.09%
7,137,143
-1,831,485
190
$232M 0.09%
862,449
+287,215
191
$232M 0.09%
2,119,450
+1,154,332
192
$232M 0.09%
650,846
-228,083
193
$231M 0.09%
594,274
+90,842
194
$229M 0.09%
458,380
-4,479
195
$228M 0.09%
696,236
+274,342
196
$227M 0.09%
1,453,932
-335,067
197
$226M 0.09%
392,328
-5,859
198
$222M 0.09%
4,137,855
+17,013
199
$221M 0.09%
2,033,052
-399,697
200
$216M 0.09%
2,196,456
-3,233,449