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
2326
$1.63M ﹤0.01%
27,216
+6,501
2327
$1.63M ﹤0.01%
+49,467
2328
$1.63M ﹤0.01%
220,833
+80,964
2329
$1.62M ﹤0.01%
172,167
+36,310
2330
$1.62M ﹤0.01%
60,305
+45,500
2331
$1.62M ﹤0.01%
116,764
+34,308
2332
$1.62M ﹤0.01%
182,858
-152,067
2333
$1.62M ﹤0.01%
57,147
+19,152
2334
$1.62M ﹤0.01%
121,130
+61,270
2335
$1.62M ﹤0.01%
122,928
+87,519
2336
$1.61M ﹤0.01%
7,880
+3,780
2337
$1.61M ﹤0.01%
53,747
-382,603
2338
$1.61M ﹤0.01%
95,929
+12,793
2339
$1.6M ﹤0.01%
29,200
-19,113
2340
$1.6M ﹤0.01%
234,912
-117,111
2341
$1.6M ﹤0.01%
16,909
+4,423
2342
$1.6M ﹤0.01%
56,091
+36,203
2343
$1.59M ﹤0.01%
74,029
+25,648
2344
$1.59M ﹤0.01%
139,900
+71,539
2345
$1.59M ﹤0.01%
29,750
2346
$1.58M ﹤0.01%
43,036
+15,190
2347
$1.58M ﹤0.01%
46,155
+13,473
2348
$1.58M ﹤0.01%
47,643
+25,137
2349
$1.57M ﹤0.01%
+101,860
2350
$1.56M ﹤0.01%
164,289
+49,940