Barclays

Barclays Portfolio holdings

AUM $272B
1-Year Est. Return 16.92%
 

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
+16.92%
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 +$1.53B
3 +$768M
4
UNH icon
UnitedHealth
UNH
+$704M
5
TSLA icon
Tesla
TSLA
+$619M

Top Sells

1 +$913M
2 +$352M
3 +$224M
4
JPM icon
JPMorgan Chase
JPM
+$170M
5
PPL icon
PPL Corp
PPL
+$168M

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
3826
$23K ﹤0.01%
1,476
3827
$23K ﹤0.01%
492
3828
$23K ﹤0.01%
1,500
3829
$22K ﹤0.01%
8,579
+7,239
3830
$22K ﹤0.01%
1,705
+1,419
3831
$22K ﹤0.01%
2,560
+2,156
3832
$22K ﹤0.01%
300
3833
$22K ﹤0.01%
4,110
+3,470
3834
$22K ﹤0.01%
1,462
+1,231
3835
$22K ﹤0.01%
1,072
3836
$21K ﹤0.01%
683
+523
3837
$21K ﹤0.01%
4,942
+4,162
3838
$21K ﹤0.01%
152
3839
$21K ﹤0.01%
1,949
-318
3840
$21K ﹤0.01%
5,317
+3,262
3841
$21K ﹤0.01%
13,783
+11,607
3842
$21K ﹤0.01%
3,318
+1,964
3843
$21K ﹤0.01%
2,479
-8,930
3844
$21K ﹤0.01%
1,110
+458
3845
$21K ﹤0.01%
3,028
+2,565
3846
$21K ﹤0.01%
15,764
+13,275
3847
$21K ﹤0.01%
1,682
+1,233
3848
$21K ﹤0.01%
42
3849
$21K ﹤0.01%
29,419
+24,744
3850
$21K ﹤0.01%
18,400
+15,495