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
2001
$2.71M ﹤0.01%
32,816
+797
2002
$2.7M ﹤0.01%
75,156
+7,352
2003
$2.7M ﹤0.01%
47,286
+16,387
2004
$2.69M ﹤0.01%
47,636
+9,594
2005
$2.69M ﹤0.01%
187,412
+66,305
2006
$2.69M ﹤0.01%
77,133
+23,584
2007
$2.68M ﹤0.01%
55,929
+18,691
2008
$2.68M ﹤0.01%
92,870
-18,991
2009
$2.67M ﹤0.01%
25,094
-93,840
2010
$2.67M ﹤0.01%
179,140
-1,120
2011
$2.66M ﹤0.01%
373,136
+131,496
2012
$2.65M ﹤0.01%
157,909
+58,822
2013
$2.65M ﹤0.01%
19,701
+10,283
2014
$2.65M ﹤0.01%
318,987
+184,601
2015
$2.65M ﹤0.01%
434,410
+169,827
2016
$2.64M ﹤0.01%
89,434
+15,731
2017
$2.64M ﹤0.01%
206,261
-4,999
2018
$2.64M ﹤0.01%
47,634
+19,013
2019
$2.63M ﹤0.01%
87,030
+29,985
2020
$2.63M ﹤0.01%
191,997
-250,652
2021
$2.63M ﹤0.01%
165,409
+32,308
2022
$2.63M ﹤0.01%
452,095
+409,675
2023
$2.62M ﹤0.01%
420,613
+253,861
2024
$2.62M ﹤0.01%
85,401
+28,909
2025
$2.62M ﹤0.01%
284,259
+135,584