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
2401
$601K ﹤0.01%
58,646
2402
$601K ﹤0.01%
25,404
+12,149
2403
$599K ﹤0.01%
82,522
-37,193
2404
$599K ﹤0.01%
26,081
-4,249
2405
$598K ﹤0.01%
107,699
+2,673
2406
$595K ﹤0.01%
62,637
+30,812
2407
$595K ﹤0.01%
24,343
+21,945
2408
$593K ﹤0.01%
43,052
+10,266
2409
$591K ﹤0.01%
30,675
-18,621
2410
$589K ﹤0.01%
23,087
+7,049
2411
$589K ﹤0.01%
6,991
+3,193
2412
$589K ﹤0.01%
70,351
+12,304
2413
$587K ﹤0.01%
55,952
+40,768
2414
$587K ﹤0.01%
49,571
-11,580
2415
$587K ﹤0.01%
11,999
+5,076
2416
$586K ﹤0.01%
10,071
-4,268
2417
$585K ﹤0.01%
8,222
-207
2418
$585K ﹤0.01%
65,141
+26,012
2419
$584K ﹤0.01%
42,582
+32,202
2420
$584K ﹤0.01%
19,486
-12,627
2421
$584K ﹤0.01%
7,691
+3,497
2422
$582K ﹤0.01%
12,990
+2,855
2423
$581K ﹤0.01%
11,322
+7,075
2424
$581K ﹤0.01%
11,404
+8,240
2425
$580K ﹤0.01%
15,578
+10,659