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
2076
$988K ﹤0.01%
32,667
-43,648
2077
$986K ﹤0.01%
28,181
-3,758
2078
$986K ﹤0.01%
50,467
+5,595
2079
$985K ﹤0.01%
22,547
+8,243
2080
$985K ﹤0.01%
66,184
-82,823
2081
$983K ﹤0.01%
7,469
+1,562
2082
$983K ﹤0.01%
25,573
-2,407
2083
$982K ﹤0.01%
24,027
+11,000
2084
$981K ﹤0.01%
+34,016
2085
$981K ﹤0.01%
22,712
-15,485
2086
$979K ﹤0.01%
71,690
-12,281,076
2087
$978K ﹤0.01%
50,000
2088
$978K ﹤0.01%
89,162
+40,497
2089
$978K ﹤0.01%
15,564
-962
2090
$976K ﹤0.01%
20,599
+4,191
2091
$976K ﹤0.01%
101,411
+35,850
2092
$975K ﹤0.01%
32,614
+14,474
2093
$973K ﹤0.01%
8,851
-3,693
2094
$971K ﹤0.01%
18,254
+15,060
2095
$971K ﹤0.01%
271,911
+37,300
2096
$970K ﹤0.01%
174,480
+88,305
2097
$970K ﹤0.01%
32,922
+19,664
2098
$969K ﹤0.01%
19,029
+15,600
2099
$968K ﹤0.01%
77,657
+18,569
2100
$965K ﹤0.01%
33,960
+9,760