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
2801
$56K ﹤0.01%
2,063
+1,035
2802
$56K ﹤0.01%
623
-116
2803
$56K ﹤0.01%
2,444
+1,796
2804
$56K ﹤0.01%
728
+284
2805
$56K ﹤0.01%
2,242
-6,536
2806
$56K ﹤0.01%
1,865
+567
2807
$56K ﹤0.01%
3,494
+1,040
2808
$56K ﹤0.01%
7,993
+5,961
2809
$56K ﹤0.01%
970
+106
2810
$55K ﹤0.01%
4,632
+2,951
2811
$55K ﹤0.01%
1,169
+704
2812
$55K ﹤0.01%
18,347
-44,409
2813
$55K ﹤0.01%
451
-851
2814
$55K ﹤0.01%
1,094
-7,089
2815
$55K ﹤0.01%
3,045
-267
2816
$55K ﹤0.01%
6,027
+4,497
2817
$55K ﹤0.01%
2,013
+577
2818
$54K ﹤0.01%
2,014
+1,588
2819
$54K ﹤0.01%
27,162
2820
$54K ﹤0.01%
13,249
-181
2821
$54K ﹤0.01%
1,078
-5,482
2822
$54K ﹤0.01%
2,199
+1,942
2823
$54K ﹤0.01%
3,917
-1,288
2824
$54K ﹤0.01%
5,383
-2,575
2825
$54K ﹤0.01%
1,538
+706