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
$116B
AUM Growth
+$25.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,890
New
Increased
Reduced
Closed

Top Buys

1 +$2.5B
2 +$1.68B
3 +$951M
4
JNJ icon
Johnson & Johnson
JNJ
+$750M
5
UNH icon
UnitedHealth
UNH
+$703M

Top Sells

1 +$913M
2 +$257M
3 +$225M
4
VRT icon
Vertiv
VRT
+$164M
5
JPM icon
JPMorgan Chase
JPM
+$161M

Sector Composition

1 Technology 24.07%
2 Healthcare 14.19%
3 Financials 12.54%
4 Consumer Discretionary 10.33%
5 Industrials 6.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3501
$69K ﹤0.01%
5,551
3502
$69K ﹤0.01%
9,018
+7,594
3503
$69K ﹤0.01%
4,634
+3,902
3504
$68K ﹤0.01%
15,685
+13,208
3505
$68K ﹤0.01%
3,671
+3,091
3506
$68K ﹤0.01%
22,016
-180,333
3507
$68K ﹤0.01%
30,057
+26,445
3508
$68K ﹤0.01%
2,983
3509
$67K ﹤0.01%
3,085
+2,598
3510
$67K ﹤0.01%
6,979
+5,893
3511
$67K ﹤0.01%
11,667
+9,825
3512
$67K ﹤0.01%
120
+85
3513
$67K ﹤0.01%
24,717
+9,798
3514
$66K ﹤0.01%
443
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3515
$66K ﹤0.01%
12,156
+10,237
3516
$66K ﹤0.01%
+57
3517
$66K ﹤0.01%
13,635
+6,358
3518
$66K ﹤0.01%
8,827
+7,123
3519
$66K ﹤0.01%
6,617
+5,596
3520
$66K ﹤0.01%
986
+873
3521
$65K ﹤0.01%
1,929
+1,624
3522
$65K ﹤0.01%
650
+167
3523
$65K ﹤0.01%
61,046
3524
$65K ﹤0.01%
1,320
3525
$64K ﹤0.01%
6,361