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
2951
$209K ﹤0.01%
32,588
+27,442
2952
$209K ﹤0.01%
11,983
+4,683
2953
$208K ﹤0.01%
29,080
+6,895
2954
$207K ﹤0.01%
5,141
2955
$207K ﹤0.01%
29,779
+20,844
2956
$207K ﹤0.01%
19,609
+1,549
2957
$207K ﹤0.01%
20,574
2958
$207K ﹤0.01%
286
2959
$207K ﹤0.01%
3,393
-13,079
2960
$206K ﹤0.01%
7,480
+2,519
2961
$206K ﹤0.01%
11,868
+6,234
2962
$205K ﹤0.01%
4,663
+2,326
2963
$205K ﹤0.01%
8,413
-22,904
2964
$205K ﹤0.01%
15,768
+9,562
2965
$205K ﹤0.01%
20,700
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2966
$205K ﹤0.01%
7,373
+2,925
2967
$204K ﹤0.01%
23,828
+20,112
2968
$204K ﹤0.01%
365
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2969
$204K ﹤0.01%
18,233
+8,914
2970
$204K ﹤0.01%
5,347
+4,623
2971
$202K ﹤0.01%
20,000
2972
$202K ﹤0.01%
20,000
2973
$201K ﹤0.01%
39,435
+16,551
2974
$201K ﹤0.01%
1,363
+331
2975
$201K ﹤0.01%
3,378
+2,845