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
2726
$332K ﹤0.01%
17,684
+5,875
2727
$332K ﹤0.01%
5,126
-28,685
2728
$332K ﹤0.01%
90,989
+50,860
2729
$330K ﹤0.01%
60,603
+30,608
2730
$330K ﹤0.01%
6,449
-17,113
2731
$330K ﹤0.01%
12,146
+2,541
2732
$328K ﹤0.01%
+32,300
2733
$327K ﹤0.01%
39,925
+26,575
2734
$326K ﹤0.01%
10,117
+5,912
2735
$326K ﹤0.01%
11,830
-12,552
2736
$326K ﹤0.01%
13,350
+7,907
2737
$325K ﹤0.01%
6,937
+2,498
2738
$325K ﹤0.01%
11,883
+4,735
2739
$325K ﹤0.01%
4,943
+2,311
2740
$324K ﹤0.01%
5,323
+2,876
2741
$324K ﹤0.01%
9,675
+6,317
2742
$323K ﹤0.01%
31,641
-50,000
2743
$323K ﹤0.01%
31,851
2744
$323K ﹤0.01%
20,510
+8,879
2745
$323K ﹤0.01%
13,435
-35
2746
$322K ﹤0.01%
+94,577
2747
$320K ﹤0.01%
74,134
+23,881
2748
$319K ﹤0.01%
84,668
+60,090
2749
$319K ﹤0.01%
13,773
+2,317
2750
$318K ﹤0.01%
7,075
+2,510