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
3751
$32K ﹤0.01%
8,031
+6,780
3752
$32K ﹤0.01%
829
+700
3753
$32K ﹤0.01%
2,593
-216
3754
$32K ﹤0.01%
6,357
+5,353
3755
$32K ﹤0.01%
166,666
3756
$32K ﹤0.01%
3,169
+2,674
3757
$32K ﹤0.01%
4,198
+3,535
3758
$32K ﹤0.01%
3,102
3759
$32K ﹤0.01%
1,692
+1,129
3760
$31K ﹤0.01%
1,985
3761
$31K ﹤0.01%
71
+60
3762
$31K ﹤0.01%
1,152
+177
3763
$31K ﹤0.01%
800
3764
$31K ﹤0.01%
450
3765
$31K ﹤0.01%
4,100
+3,453
3766
$31K ﹤0.01%
1,583
+1,333
3767
$31K ﹤0.01%
1,531
3768
$31K ﹤0.01%
15,279
+6,319
3769
$31K ﹤0.01%
564,142
+314,142
3770
$30K ﹤0.01%
+1,963
3771
$30K ﹤0.01%
389
3772
$30K ﹤0.01%
239,500
3773
$30K ﹤0.01%
283
3774
$30K ﹤0.01%
495
+418
3775
$30K ﹤0.01%
859
-4,920