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
3051
$33K ﹤0.01%
650
-990
3052
$33K ﹤0.01%
836
+321
3053
$33K ﹤0.01%
1,279
-481
3054
$33K ﹤0.01%
2,180
-3,442
3055
$33K ﹤0.01%
1,492
+579
3056
$33K ﹤0.01%
756
-1,579
3057
$33K ﹤0.01%
1,330
-4,006
3058
$33K ﹤0.01%
1,265
+987
3059
$32K ﹤0.01%
4,642
-9,451
3060
$32K ﹤0.01%
1,130
+438
3061
$32K ﹤0.01%
1,904
+1,622
3062
$32K ﹤0.01%
2,297
-403
3063
$32K ﹤0.01%
6
+5
3064
$32K ﹤0.01%
+2,278
3065
$32K ﹤0.01%
+900
3066
$32K ﹤0.01%
+2,000
3067
$32K ﹤0.01%
1,676
+953
3068
$32K ﹤0.01%
10,945
+2,766
3069
$32K ﹤0.01%
8,000
3070
$32K ﹤0.01%
15,667
-16,224
3071
$32K ﹤0.01%
4,611
+4,430
3072
$32K ﹤0.01%
1,051
+404
3073
$31K ﹤0.01%
4,372
-983
3074
$31K ﹤0.01%
3,060
-14,148
3075
$31K ﹤0.01%
800