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
1651
$1.8M ﹤0.01%
464,767
-3,949
1652
$1.8M ﹤0.01%
53,691
+21,008
1653
$1.79M ﹤0.01%
10,840
-3,794
1654
$1.79M ﹤0.01%
56,242
-3,500
1655
$1.79M ﹤0.01%
106,303
-314,074
1656
$1.79M ﹤0.01%
42,201
+9,451
1657
$1.79M ﹤0.01%
16,627
+8,087
1658
$1.78M ﹤0.01%
95,400
+58,708
1659
$1.78M ﹤0.01%
+47,109
1660
$1.78M ﹤0.01%
499,736
-345,659
1661
$1.78M ﹤0.01%
47,916
-22,371
1662
$1.78M ﹤0.01%
17,357
+1,986
1663
$1.77M ﹤0.01%
47,072
-8,013
1664
$1.77M ﹤0.01%
22,477
+16,427
1665
$1.76M ﹤0.01%
37,674
-16,963
1666
$1.76M ﹤0.01%
62,930
+7,426
1667
$1.76M ﹤0.01%
158,415
+2,805
1668
$1.76M ﹤0.01%
104,392
-55,143
1669
$1.75M ﹤0.01%
38,712
+1,861
1670
$1.75M ﹤0.01%
99,668
-7,126
1671
$1.75M ﹤0.01%
35,387
-39,737
1672
$1.75M ﹤0.01%
309,846
-150,000
1673
$1.75M ﹤0.01%
30,681
-21,576
1674
$1.75M ﹤0.01%
139,595
+47,229
1675
$1.74M ﹤0.01%
307,144