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 6.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3501
$69.4K ﹤0.01%
3,859
+3,191
3502
$69.1K ﹤0.01%
2,449
-8,896
3503
$68.8K ﹤0.01%
5,551
3504
$68.7K ﹤0.01%
22,016
-180,333
3505
$68.2K ﹤0.01%
15,685
+13,208
3506
$67.9K ﹤0.01%
30,057
+26,445
3507
$67.9K ﹤0.01%
3,671
+3,091
3508
$67.7K ﹤0.01%
120
+85
3509
$67.7K ﹤0.01%
2,983
3510
$67.3K ﹤0.01%
11,667
+9,825
3511
$67K ﹤0.01%
6,979
+5,893
3512
$66.9K ﹤0.01%
3,085
+2,598
3513
$66.4K ﹤0.01%
8,827
+7,123
3514
$66.3K ﹤0.01%
986
+873
3515
$66.2K ﹤0.01%
24,717
+9,798
3516
$66.1K ﹤0.01%
+57
3517
$66K ﹤0.01%
13,635
+6,358
3518
$65.9K ﹤0.01%
443
+420
3519
$65.8K ﹤0.01%
6,617
+5,596
3520
$65.6K ﹤0.01%
12,156
+10,237
3521
$65.4K ﹤0.01%
650
+167
3522
$65.2K ﹤0.01%
1,320
3523
$64.7K ﹤0.01%
61,046
3524
$64.5K ﹤0.01%
1,929
+1,624
3525
$64.3K ﹤0.01%
6,361