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
3876
$17.3K ﹤0.01%
2,705
+2,278
3877
$17.2K ﹤0.01%
6,029
-159
3878
$17K ﹤0.01%
5,063
+4,123
3879
$17K ﹤0.01%
697
+587
3880
$17K ﹤0.01%
973
+571
3881
$16.9K ﹤0.01%
1,492
+1,260
3882
$16.9K ﹤0.01%
1,208
+1,017
3883
$16.9K ﹤0.01%
660
+556
3884
$16.7K ﹤0.01%
367
-199,633
3885
$16.5K ﹤0.01%
+6
3886
$16.4K ﹤0.01%
9,892
+8,351
3887
$16.3K ﹤0.01%
250,000
3888
$16.2K ﹤0.01%
13,147
+11,071
3889
$16.2K ﹤0.01%
2,021
+300
3890
$16.1K ﹤0.01%
1,268
+1,068
3891
$15.9K ﹤0.01%
4,014
3892
$15.8K ﹤0.01%
1,742
-260
3893
$15.6K ﹤0.01%
1,828
3894
$15.6K ﹤0.01%
3,600
3895
$15.6K ﹤0.01%
9,219
+7,204
3896
$15.6K ﹤0.01%
5,640
3897
$15.5K ﹤0.01%
35,300
+8,500
3898
$15.4K ﹤0.01%
9,343
+7,868
3899
$15.4K ﹤0.01%
21,097
+19,685
3900
$15.3K ﹤0.01%
2,245
+1,875