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
2626
$399K ﹤0.01%
214,463
+75,255
2627
$398K ﹤0.01%
62,261
+2,707
2628
$398K ﹤0.01%
27,714
+16,419
2629
$398K ﹤0.01%
46,795
-2,990,418
2630
$398K ﹤0.01%
13,351
+11,243
2631
$398K ﹤0.01%
10,041
+7,177
2632
$397K ﹤0.01%
12,175
-6,828
2633
$396K ﹤0.01%
28,157
+5,424
2634
$395K ﹤0.01%
28,740
+3,506
2635
$394K ﹤0.01%
16,000
2636
$392K ﹤0.01%
20,153
+14,642
2637
$391K ﹤0.01%
17,595
+7,985
2638
$389K ﹤0.01%
43,804
+17,888
2639
$387K ﹤0.01%
16,311
-37,186
2640
$387K ﹤0.01%
21,494
+5,159
2641
$387K ﹤0.01%
24,677
+13,117
2642
$387K ﹤0.01%
31,579
+10,740
2643
$387K ﹤0.01%
1,639
+1,520
2644
$386K ﹤0.01%
27,678
+12,646
2645
$386K ﹤0.01%
20,825
+7,694
2646
$384K ﹤0.01%
46,656
2647
$384K ﹤0.01%
5,295
+4,014
2648
$384K ﹤0.01%
34,418
+13,915
2649
$383K ﹤0.01%
36,519
-5,525
2650
$382K ﹤0.01%
9,457
-1,677