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
2651
$381K ﹤0.01%
6,733
+2,556
2652
$380K ﹤0.01%
17,061
+9,683
2653
$379K ﹤0.01%
36,879
+34,702
2654
$379K ﹤0.01%
8,940
+4,630
2655
$379K ﹤0.01%
32,773
+10,082
2656
$378K ﹤0.01%
41,646
-119,734
2657
$378K ﹤0.01%
11,489
-1,775
2658
$378K ﹤0.01%
110,776
2659
$377K ﹤0.01%
35,538
+262
2660
$377K ﹤0.01%
23,782
+10,873
2661
$375K ﹤0.01%
+6,552
2662
$374K ﹤0.01%
17,932
+8,006
2663
$374K ﹤0.01%
13,436
+735
2664
$373K ﹤0.01%
6,444
-653
2665
$372K ﹤0.01%
10,927
+1,297
2666
$372K ﹤0.01%
21,858
+5,660
2667
$372K ﹤0.01%
2,070
+1,400
2668
$371K ﹤0.01%
54,798
+11,028
2669
$371K ﹤0.01%
95,586
+81,292
2670
$371K ﹤0.01%
20,395
-24,400
2671
$370K ﹤0.01%
8,265
-4,845
2672
$369K ﹤0.01%
714
-3,000
2673
$367K ﹤0.01%
85,167
-44,258
2674
$367K ﹤0.01%
5,367
+3,297
2675
$367K ﹤0.01%
51,913
-21,796