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
3376
$15K ﹤0.01%
221
+113
3377
$15K ﹤0.01%
607
+358
3378
$15K ﹤0.01%
933
+250
3379
$15K ﹤0.01%
186
-2,907
3380
$15K ﹤0.01%
944
+392
3381
$15K ﹤0.01%
1,383
+739
3382
$15K ﹤0.01%
2,133
+1,871
3383
$15K ﹤0.01%
1,099
+529
3384
$15K ﹤0.01%
5,225
+3,555
3385
$15K ﹤0.01%
979
+413
3386
$15K ﹤0.01%
1,822
+348
3387
$15K ﹤0.01%
641
-1,751
3388
$15K ﹤0.01%
511
+217
3389
$15K ﹤0.01%
1,614
-6,349
3390
$15K ﹤0.01%
494
-70
3391
$15K ﹤0.01%
1,571
+928
3392
$15K ﹤0.01%
1,288
+766
3393
$15K ﹤0.01%
637
+270
3394
$15K ﹤0.01%
502
-2,560
3395
$15K ﹤0.01%
500
+269
3396
$15K ﹤0.01%
720
-224
3397
$15K ﹤0.01%
1,862
-2,329
3398
$15K ﹤0.01%
1,676
-4,502
3399
$15K ﹤0.01%
474
+198
3400
$15K ﹤0.01%
910
+377