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
2226
$1.92M ﹤0.01%
36,852
+12,011
2227
$1.92M ﹤0.01%
539,564
+288,089
2228
$1.91M ﹤0.01%
443,679
+125,734
2229
$1.91M ﹤0.01%
168,923
+113,696
2230
$1.91M ﹤0.01%
+1,149,900
2231
$1.91M ﹤0.01%
28,997
+6,530
2232
$1.9M ﹤0.01%
46,838
+12,230
2233
$1.9M ﹤0.01%
31,827
+27,230
2234
$1.9M ﹤0.01%
93,908
-1,854
2235
$1.9M ﹤0.01%
87,735
+35,008
2236
$1.89M ﹤0.01%
134,002
-9,897
2237
$1.89M ﹤0.01%
104,765
+10,312
2238
$1.88M ﹤0.01%
82,087
+15,135
2239
$1.88M ﹤0.01%
67,024
+20,588
2240
$1.87M ﹤0.01%
102,522
+30,820
2241
$1.87M ﹤0.01%
427,796
-6,354
2242
$1.87M ﹤0.01%
124,614
+26,787
2243
$1.86M ﹤0.01%
+19,016
2244
$1.86M ﹤0.01%
78,042
+15,204
2245
$1.86M ﹤0.01%
219,711
+66,451
2246
$1.86M ﹤0.01%
63,051
+18,426
2247
$1.85M ﹤0.01%
46,311
+14,726
2248
$1.85M ﹤0.01%
312,673
+146,203
2249
$1.85M ﹤0.01%
430,092
+108,321
2250
$1.84M ﹤0.01%
34,049
+11,024