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
2651
$78K ﹤0.01%
3,546
+19
2652
$77K ﹤0.01%
2,201
+1,409
2653
$77K ﹤0.01%
2,980
-1,835
2654
$77K ﹤0.01%
6,467
-25,359
2655
$76K ﹤0.01%
1,803
-3,138
2656
$76K ﹤0.01%
1,496
-3,200
2657
$76K ﹤0.01%
1,763
-426
2658
$76K ﹤0.01%
1,699
-129
2659
$75K ﹤0.01%
6,291
-4,817
2660
$75K ﹤0.01%
2,279
-2,792
2661
$75K ﹤0.01%
22,010
-5,090
2662
$75K ﹤0.01%
3,161
+2,000
2663
$75K ﹤0.01%
3,907
+611
2664
$75K ﹤0.01%
2,412
-6,455
2665
$75K ﹤0.01%
15,000
2666
$75K ﹤0.01%
2,143
-51,455
2667
$75K ﹤0.01%
3,006
2668
$74K ﹤0.01%
5,251
+3,257
2669
$74K ﹤0.01%
9,319
+8,518
2670
$74K ﹤0.01%
486
+180
2671
$74K ﹤0.01%
13,270
+7,575
2672
$74K ﹤0.01%
2,293
-771
2673
$74K ﹤0.01%
73,956
-6,315
2674
$73K ﹤0.01%
608
+409
2675
$73K ﹤0.01%
3,363
+1,876