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
2526
$105K ﹤0.01%
11,598
-5,900
2527
$105K ﹤0.01%
2,137
+1,215
2528
$105K ﹤0.01%
10,552
-8,891
2529
$104K ﹤0.01%
3,065
+33
2530
$104K ﹤0.01%
6,546
+3,750
2531
$104K ﹤0.01%
4,500
2532
$104K ﹤0.01%
6,114
+3,473
2533
$104K ﹤0.01%
17,377
+5,615
2534
$103K ﹤0.01%
4,787
-65,654
2535
$103K ﹤0.01%
1,217
+701
2536
$103K ﹤0.01%
1,699
+1,459
2537
$103K ﹤0.01%
8,536
-3,151
2538
$103K ﹤0.01%
6,009
-292
2539
$103K ﹤0.01%
3,529
+1,032
2540
$103K ﹤0.01%
1,982
+747
2541
$102K ﹤0.01%
4,090
+1,309
2542
$102K ﹤0.01%
1,840
-6,088
2543
$102K ﹤0.01%
915
-3,068
2544
$102K ﹤0.01%
4,077
-4,279
2545
$102K ﹤0.01%
6,003
+5,734
2546
$101K ﹤0.01%
2,361
+2,044
2547
$101K ﹤0.01%
148
-633
2548
$101K ﹤0.01%
1,241
-977
2549
$101K ﹤0.01%
5,280
-2,446
2550
$101K ﹤0.01%
7,181
-1,250