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
901
$8.05M 0.01%
174,736
+83,034
902
$8.04M 0.01%
39,093
+31,192
903
$8.04M 0.01%
236,315
-16,455
904
$8.04M 0.01%
81,557
+565
905
$7.96M 0.01%
3,458,966
+1,457,973
906
$7.95M 0.01%
442,167
+28,169
907
$7.95M 0.01%
229,122
-74,358
908
$7.87M 0.01%
51,912
+11,300
909
$7.86M 0.01%
7,003,491
+6,188,278
910
$7.83M 0.01%
136,877
+25,226
911
$7.8M 0.01%
161,641
-27,086
912
$7.74M 0.01%
94,420
+52,661
913
$7.74M 0.01%
205,689
-27,136
914
$7.71M 0.01%
472,295
+308,815
915
$7.7M 0.01%
1,852,819
+50,143
916
$7.7M 0.01%
750,000
917
$7.68M 0.01%
155,255
+54,793
918
$7.67M 0.01%
187,628
+143,170
919
$7.67M 0.01%
320,367
+13,953
920
$7.66M 0.01%
543,452
+114,024
921
$7.63M 0.01%
104,457
-57,417
922
$7.62M 0.01%
75,596
-14,783
923
$7.61M 0.01%
101,925
-1,802
924
$7.57M 0.01%
55,798
-52,535
925
$7.56M 0.01%
39,561
+14,976