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
2851
$259K ﹤0.01%
14,221
-13,782
2852
$259K ﹤0.01%
19,048
+8,617
2853
$258K ﹤0.01%
53,741
+12,413
2854
$257K ﹤0.01%
7,313
+4,960
2855
$256K ﹤0.01%
13,279
+3,254
2856
$256K ﹤0.01%
8,698
+8,459
2857
$255K ﹤0.01%
43,118
+20,640
2858
$252K ﹤0.01%
25,000
2859
$252K ﹤0.01%
87,649
+68,210
2860
$251K ﹤0.01%
48,198
-26,366
2861
$250K ﹤0.01%
3,878
+1,987
2862
$250K ﹤0.01%
6,600
-2,001
2863
$249K ﹤0.01%
30,416
+16,654
2864
$249K ﹤0.01%
8,107
+5,943
2865
$248K ﹤0.01%
+198,564
2866
$247K ﹤0.01%
8,682
+3,607
2867
$247K ﹤0.01%
5,204
+2,602
2868
$246K ﹤0.01%
22,043
-8,371
2869
$246K ﹤0.01%
25,570
2870
$245K ﹤0.01%
29,427
+7,419
2871
$245K ﹤0.01%
20,508
2872
$245K ﹤0.01%
25,822
+22,359
2873
$244K ﹤0.01%
10,966
-48,266
2874
$244K ﹤0.01%
7,566
-26,915
2875
$244K ﹤0.01%
16,573
+13,013