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
$227B
AUM Growth
+$9.12B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,603
New
Increased
Reduced
Closed

Top Buys

1 +$947M
2 +$608M
3 +$444M
4
ACN icon
Accenture
ACN
+$409M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$396M

Top Sells

1 +$2.06B
2 +$1.92B
3 +$1.81B
4
SBUX icon
Starbucks
SBUX
+$1.42B
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$1,000M

Sector Composition

1 Technology 32.41%
2 Financials 11.84%
3 Consumer Discretionary 10.72%
4 Healthcare 9.02%
5 Communication Services 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2851
$540K ﹤0.01%
55,210
-51,307
2852
$539K ﹤0.01%
549,305
+549,290
2853
$539K ﹤0.01%
139,901
+86,981
2854
$538K ﹤0.01%
55,508
+23,398
2855
$538K ﹤0.01%
294,201
-2,049,399
2856
$536K ﹤0.01%
74,930
+55,444
2857
$535K ﹤0.01%
16,061
+105
2858
$534K ﹤0.01%
5,923
+2,455
2859
$532K ﹤0.01%
12,000
-30,000
2860
$532K ﹤0.01%
30,306
+23,738
2861
$531K ﹤0.01%
67,353
+32,940
2862
$531K ﹤0.01%
30,814
+10,110
2863
$531K ﹤0.01%
82,257
+63,668
2864
$530K ﹤0.01%
14,033
+10,993
2865
$530K ﹤0.01%
76,440
+60,058
2866
$529K ﹤0.01%
65,580
+48,316
2867
$528K ﹤0.01%
20,420
+11,544
2868
$526K ﹤0.01%
18,502
+13,072
2869
$525K ﹤0.01%
77,812
-381
2870
$524K ﹤0.01%
86,181
+62,140
2871
$522K ﹤0.01%
17,207
-3,987
2872
$520K ﹤0.01%
269,464
-4,022
2873
$520K ﹤0.01%
96,635
+24,602
2874
$520K ﹤0.01%
45,901
+36,128
2875
$518K ﹤0.01%
29,813
+21,457