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
2126
$2.22M ﹤0.01%
78,620
+3,943
2127
$2.22M ﹤0.01%
204,282
+118,233
2128
$2.22M ﹤0.01%
272,780
+85,271
2129
$2.22M ﹤0.01%
99,999
+43,780
2130
$2.22M ﹤0.01%
53,198
+14,066
2131
$2.22M ﹤0.01%
839,894
+474,859
2132
$2.21M ﹤0.01%
323,748
-769,782
2133
$2.21M ﹤0.01%
49,499
+18,922
2134
$2.2M ﹤0.01%
74,733
-834
2135
$2.2M ﹤0.01%
27,707
+9,104
2136
$2.2M ﹤0.01%
29,337
-47,329
2137
$2.19M ﹤0.01%
65,685
+20,382
2138
$2.19M ﹤0.01%
+25,113
2139
$2.19M ﹤0.01%
46,321
+14,059
2140
$2.18M ﹤0.01%
176,084
+72,625
2141
$2.18M ﹤0.01%
356,586
-28,070
2142
$2.17M ﹤0.01%
115,350
+34,272
2143
$2.17M ﹤0.01%
94,916
+25,351
2144
$2.16M ﹤0.01%
142,379
+92,747
2145
$2.16M ﹤0.01%
183,645
+124,108
2146
$2.16M ﹤0.01%
70,634
+24,878
2147
$2.16M ﹤0.01%
200,287
+68,993
2148
$2.16M ﹤0.01%
76,919
-30,209
2149
$2.14M ﹤0.01%
229,873
+103,294
2150
$2.14M ﹤0.01%
326,584
-48,194