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
3651
$44K ﹤0.01%
23,367
+16,408
3652
$44K ﹤0.01%
1,850
+1,534
3653
$44K ﹤0.01%
608
+509
3654
$44K ﹤0.01%
8,904
+3,844
3655
$43K ﹤0.01%
1,667
3656
$43K ﹤0.01%
7,600
3657
$43K ﹤0.01%
1,267
-38
3658
$43K ﹤0.01%
3,545
+2,273
3659
$43K ﹤0.01%
38,071
+9,528
3660
$42K ﹤0.01%
9,228
-249
3661
$42K ﹤0.01%
14,027
+11,848
3662
$42K ﹤0.01%
1,430
3663
$42K ﹤0.01%
1,876
+1,590
3664
$42K ﹤0.01%
22,360
+18,829
3665
$42K ﹤0.01%
1,000
3666
$42K ﹤0.01%
14,300
+3,200
3667
$41K ﹤0.01%
725
3668
$41K ﹤0.01%
+890
3669
$41K ﹤0.01%
946
3670
$41K ﹤0.01%
212
-19
3671
$41K ﹤0.01%
1,089
+917
3672
$41K ﹤0.01%
23,754
+20,049
3673
$41K ﹤0.01%
922
+776
3674
$41K ﹤0.01%
56,066
+46,447
3675
$40K ﹤0.01%
4,235
+3,566