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
3001
$38K ﹤0.01%
1,984
+838
3002
$38K ﹤0.01%
3,468
+1,358
3003
$37K ﹤0.01%
5,269
+4,455
3004
$37K ﹤0.01%
738
+293
3005
$37K ﹤0.01%
37,346
+27,885
3006
$37K ﹤0.01%
2,166
-1,752,834
3007
$37K ﹤0.01%
1,840
+290
3008
$37K ﹤0.01%
1,053
+671
3009
$37K ﹤0.01%
1,825
-211,242
3010
$37K ﹤0.01%
1,048
+598
3011
$37K ﹤0.01%
4,646
-888
3012
$37K ﹤0.01%
4,533
+3,759
3013
$37K ﹤0.01%
717
-2,188
3014
$37K ﹤0.01%
1,858
+720
3015
$36K ﹤0.01%
1,433
+594
3016
$36K ﹤0.01%
4,509
+3,527
3017
$36K ﹤0.01%
1,156
+658
3018
$36K ﹤0.01%
1,481
+548
3019
$36K ﹤0.01%
902
-749
3020
$36K ﹤0.01%
1,351
+1,148
3021
$36K ﹤0.01%
2,400
+100
3022
$36K ﹤0.01%
17,962
-190,072
3023
$36K ﹤0.01%
632
-386
3024
$36K ﹤0.01%
773
+259
3025
$36K ﹤0.01%
3,559
-14,008