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
2751
$61K ﹤0.01%
876
+708
2752
$61K ﹤0.01%
189
+73
2753
$61K ﹤0.01%
8,728
+7,622
2754
$61K ﹤0.01%
6,718
+5,947
2755
$61K ﹤0.01%
1,259
+425
2756
$61K ﹤0.01%
+605
2757
$61K ﹤0.01%
3,018
-1,065
2758
$61K ﹤0.01%
7,634
+751
2759
$60K ﹤0.01%
1,502
-2,736
2760
$60K ﹤0.01%
1,926
+427
2761
$60K ﹤0.01%
3,004
+1,180
2762
$60K ﹤0.01%
4,240
-1,473
2763
$60K ﹤0.01%
1,633
+941
2764
$60K ﹤0.01%
3,756
-198,956
2765
$60K ﹤0.01%
3,169
-3,563
2766
$60K ﹤0.01%
1,710
-5,592
2767
$60K ﹤0.01%
10,054
+8,238
2768
$60K ﹤0.01%
4,281
+2,234
2769
$60K ﹤0.01%
1,005
+504
2770
$59K ﹤0.01%
1,275
+589
2771
$59K ﹤0.01%
3,248
2772
$59K ﹤0.01%
13,104
-129,672
2773
$59K ﹤0.01%
2,942
-934
2774
$59K ﹤0.01%
3,287
+944
2775
$59K ﹤0.01%
3,490
+1,987