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
3226
$23K ﹤0.01%
+555
3227
$23K ﹤0.01%
7,644
+7,071
3228
$23K ﹤0.01%
1,164
+952
3229
$22K ﹤0.01%
620
+239
3230
$22K ﹤0.01%
1,159
+782
3231
$22K ﹤0.01%
2,731
+1,610
3232
$22K ﹤0.01%
1,188
-5,368
3233
$22K ﹤0.01%
1,596
-4,497
3234
$22K ﹤0.01%
876
+680
3235
$22K ﹤0.01%
704
-5,569
3236
$22K ﹤0.01%
1,594
+948
3237
$22K ﹤0.01%
+213
3238
$22K ﹤0.01%
3,813
+2,444
3239
$22K ﹤0.01%
2,242
-59,386
3240
$22K ﹤0.01%
814
+481
3241
$22K ﹤0.01%
3,074
+1,205
3242
$22K ﹤0.01%
887
-1,994
3243
$22K ﹤0.01%
2,206
+10
3244
$22K ﹤0.01%
5,500
-12,900
3245
$22K ﹤0.01%
1,361
+532
3246
$21K ﹤0.01%
+567
3247
$21K ﹤0.01%
1,367
+553
3248
$21K ﹤0.01%
1,175
+693
3249
$21K ﹤0.01%
1,125
+124
3250
$21K ﹤0.01%
1,082
+638