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
2851
$51K ﹤0.01%
3,623
+1,879
2852
$51K ﹤0.01%
1,388
+352
2853
$51K ﹤0.01%
2,848
+1,129
2854
$50K ﹤0.01%
2,649
+1,018
2855
$50K ﹤0.01%
7,116
-2,039
2856
$50K ﹤0.01%
1,396
-42,591
2857
$50K ﹤0.01%
2,513
+1,979
2858
$50K ﹤0.01%
+1,272
2859
$50K ﹤0.01%
1,267
+497
2860
$50K ﹤0.01%
466
-133
2861
$50K ﹤0.01%
3,325
+2,667
2862
$50K ﹤0.01%
2,520
-17,231
2863
$50K ﹤0.01%
4,993
+3,830
2864
$50K ﹤0.01%
2,609
+1,482
2865
$50K ﹤0.01%
2,509
+1,458
2866
$50K ﹤0.01%
+865
2867
$50K ﹤0.01%
3,319
-165,123
2868
$50K ﹤0.01%
1,845
+1,038
2869
$50K ﹤0.01%
1,197
+417
2870
$50K ﹤0.01%
1,793
+692
2871
$50K ﹤0.01%
614
-1,116
2872
$50K ﹤0.01%
1,397
+529
2873
$50K ﹤0.01%
791
+490
2874
$50K ﹤0.01%
2,163
+849
2875
$50K ﹤0.01%
1,290