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
$141B
AUM Growth
+$18.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,287
New
Increased
Reduced
Closed

Top Buys

1 +$1.19B
2 +$1.07B
3 +$1.06B
4
TSLA icon
Tesla
TSLA
+$1.01B
5
META icon
Meta Platforms (Facebook)
META
+$691M

Top Sells

1 +$689M
2 +$525M
3 +$450M
4
KSU
Kansas City Southern
KSU
+$305M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$265M

Sector Composition

1 Technology 22.71%
2 Financials 14.26%
3 Communication Services 11.45%
4 Consumer Discretionary 10.98%
5 Healthcare 10.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2151
$1.18M ﹤0.01%
142,946
+8,415
2152
$1.18M ﹤0.01%
16,339
+6,876
2153
$1.17M ﹤0.01%
18,981
+7,068
2154
$1.17M ﹤0.01%
47,471
+24,968
2155
$1.17M ﹤0.01%
42,084
+14,786
2156
$1.17M ﹤0.01%
10,162
+752
2157
$1.17M ﹤0.01%
205,696
+32,163
2158
$1.16M ﹤0.01%
14,389
-837
2159
$1.16M ﹤0.01%
47,356
+27,000
2160
$1.16M ﹤0.01%
35,825
+22,015
2161
$1.16M ﹤0.01%
46,972
+18,108
2162
$1.16M ﹤0.01%
24,713
+4,731
2163
$1.15M ﹤0.01%
79,937
+79,538
2164
$1.15M ﹤0.01%
15,367
-2,887
2165
$1.15M ﹤0.01%
32,417
+18,759
2166
$1.15M ﹤0.01%
65,517
+10,890
2167
$1.15M ﹤0.01%
200,688
-3,213
2168
$1.15M ﹤0.01%
80,083
+30,053
2169
$1.15M ﹤0.01%
23,279
+3,629
2170
$1.15M ﹤0.01%
33,081
+8,403
2171
$1.14M ﹤0.01%
31,900
+16,200
2172
$1.14M ﹤0.01%
86,581
+62,520
2173
$1.14M ﹤0.01%
36,498
+24,381
2174
$1.13M ﹤0.01%
128,781
+14,753
2175
$1.13M ﹤0.01%
78,916
-3,253