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
3701
$38K ﹤0.01%
11,563
-30,830
3702
$38K ﹤0.01%
47,487
-1,441
3703
$37K ﹤0.01%
97
3704
$37K ﹤0.01%
5,137
+4,326
3705
$37K ﹤0.01%
5,000
-46,000
3706
$37K ﹤0.01%
1,031
-776
3707
$37K ﹤0.01%
472
+398
3708
$37K ﹤0.01%
10,284
+3,109
3709
$36K ﹤0.01%
5,000
3710
$36K ﹤0.01%
1,828
3711
$36K ﹤0.01%
+1,942
3712
$36K ﹤0.01%
5,000
3713
$36K ﹤0.01%
10,240
+4,969
3714
$36K ﹤0.01%
3,456
+2,010
3715
$36K ﹤0.01%
1,132
+982
3716
$36K ﹤0.01%
3,549
3717
$35K ﹤0.01%
5,203
+4,381
3718
$35K ﹤0.01%
19,351
-1,584
3719
$35K ﹤0.01%
9,996
+9,493
3720
$35K ﹤0.01%
900
3721
$35K ﹤0.01%
3,116
+2,624
3722
$35K ﹤0.01%
3,055
+2,588
3723
$35K ﹤0.01%
20,536
+17,293
3724
$35K ﹤0.01%
4,836
+4,072
3725
$34K ﹤0.01%
5,538
+4,664