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
2676
$73K ﹤0.01%
1,000
-691
2677
$73K ﹤0.01%
2,134
+1,675
2678
$73K ﹤0.01%
36,506
+36,257
2679
$73K ﹤0.01%
2,083
+705
2680
$73K ﹤0.01%
73,423
+21,515
2681
$73K ﹤0.01%
9,174
+6,936
2682
$72K ﹤0.01%
+5,516
2683
$72K ﹤0.01%
3,422
-4,628
2684
$72K ﹤0.01%
18,037
-6,300
2685
$72K ﹤0.01%
5,569
+4,178
2686
$72K ﹤0.01%
1,303
+457
2687
$72K ﹤0.01%
2,903
+1,200
2688
$71K ﹤0.01%
70,895
+11,614
2689
$71K ﹤0.01%
14,129
+12,933
2690
$71K ﹤0.01%
940
+548
2691
$70K ﹤0.01%
3,772
+389
2692
$70K ﹤0.01%
2,414
+1,130
2693
$70K ﹤0.01%
4,923
+1,741
2694
$70K ﹤0.01%
23,300
+6,167
2695
$70K ﹤0.01%
5,836
-35,840
2696
$70K ﹤0.01%
3,702
-5,764
2697
$70K ﹤0.01%
4,991
-5,936
2698
$70K ﹤0.01%
4,120
+3,114
2699
$69K ﹤0.01%
7,639
+4,263
2700
$69K ﹤0.01%
1,633
-28,315