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
$55.2B
AUM Growth
+$2.23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,683
New
Increased
Reduced
Closed

Top Sells

1 +$629M
2 +$501M
3 +$473M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$242M
5
EBAY icon
eBay
EBAY
+$232M

Sector Composition

1 Healthcare 10.67%
2 Technology 8.63%
3 Energy 7.4%
4 Financials 7.24%
5 Communication Services 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2476
$117K ﹤0.01%
29,362
-54,497
2477
$116K ﹤0.01%
3,867
+2,195
2478
$116K ﹤0.01%
+3,121
2479
$116K ﹤0.01%
9,604
-7,012
2480
$115K ﹤0.01%
4,242
+1,497
2481
$115K ﹤0.01%
2,805
+1,149
2482
$115K ﹤0.01%
7,600
+6,100
2483
$115K ﹤0.01%
2,743
-1,764
2484
$115K ﹤0.01%
3,377
+1,938
2485
$114K ﹤0.01%
4,611
+1,714
2486
$114K ﹤0.01%
3,742
+1,934
2487
$114K ﹤0.01%
6,690
-20,712
2488
$114K ﹤0.01%
4,395
-121,359
2489
$113K ﹤0.01%
4,933
+1,274
2490
$113K ﹤0.01%
2,217
+735
2491
$113K ﹤0.01%
3,384
-2,722
2492
$113K ﹤0.01%
2,889
+1,644
2493
$113K ﹤0.01%
9,359
+574
2494
$113K ﹤0.01%
2,379
+1,593
2495
$113K ﹤0.01%
3,310
-112,544
2496
$112K ﹤0.01%
2,929
-2,249
2497
$112K ﹤0.01%
7,702
+2,746
2498
$112K ﹤0.01%
4,493
+4,088
2499
$112K ﹤0.01%
8,590
+5,753
2500
$112K ﹤0.01%
28,007
+17,893