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
2701
$349K ﹤0.01%
7,029
+4,836
2702
$347K ﹤0.01%
13,449
+12,693
2703
$346K ﹤0.01%
22,564
+10,250
2704
$346K ﹤0.01%
2,628
-389,005
2705
$346K ﹤0.01%
100,935
+4,764
2706
$345K ﹤0.01%
43,136
+10,065
2707
$345K ﹤0.01%
30,083
-53,363
2708
$344K ﹤0.01%
58,576
+31,977
2709
$344K ﹤0.01%
27,814
+12,843
2710
$344K ﹤0.01%
9,134
+4,050
2711
$342K ﹤0.01%
15,526
-2,642
2712
$342K ﹤0.01%
6,505
-990
2713
$341K ﹤0.01%
106,274
2714
$341K ﹤0.01%
9,013
+3,934
2715
$340K ﹤0.01%
9,776
+2,279
2716
$339K ﹤0.01%
4,602
+2,696
2717
$338K ﹤0.01%
4,228
+3,088
2718
$337K ﹤0.01%
13,209
-7,543
2719
$336K ﹤0.01%
38,099
+14,909
2720
$335K ﹤0.01%
13,190
-2,937
2721
$334K ﹤0.01%
33,124
2722
$333K ﹤0.01%
5,126
-28,685
2723
$333K ﹤0.01%
26,941
+12,111
2724
$333K ﹤0.01%
14,320
+8,894
2725
$333K ﹤0.01%
67,557
+65,789