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
2901
$47K ﹤0.01%
1,240
-8,710
2902
$47K ﹤0.01%
1,712
-30,794
2903
$47K ﹤0.01%
1,196
+464
2904
$46K ﹤0.01%
1,269
+607
2905
$46K ﹤0.01%
3,106
+2,944
2906
$46K ﹤0.01%
3,265
2907
$46K ﹤0.01%
2,013
+366
2908
$46K ﹤0.01%
1,524
+684
2909
$46K ﹤0.01%
3,076
-120
2910
$45K ﹤0.01%
+1,515
2911
$45K ﹤0.01%
1,064
+409
2912
$45K ﹤0.01%
2,333
+1,730
2913
$45K ﹤0.01%
10
+7
2914
$45K ﹤0.01%
1,136
-2,380
2915
$45K ﹤0.01%
4,536
+2,579
2916
$45K ﹤0.01%
1,623
-32,508
2917
$45K ﹤0.01%
15,000
-6,700
2918
$45K ﹤0.01%
815
+381
2919
$45K ﹤0.01%
2,263
-2,938
2920
$45K ﹤0.01%
1,656
-23,382
2921
$44K ﹤0.01%
+1,628
2922
$44K ﹤0.01%
1,746
+761
2923
$44K ﹤0.01%
1,898
-610
2924
$44K ﹤0.01%
2,563
+2,424
2925
$44K ﹤0.01%
583
-44