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
$227B
AUM Growth
+$9.12B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,603
New
Increased
Reduced
Closed

Top Buys

1 +$947M
2 +$608M
3 +$444M
4
ACN icon
Accenture
ACN
+$409M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$396M

Top Sells

1 +$2.06B
2 +$1.92B
3 +$1.81B
4
SBUX icon
Starbucks
SBUX
+$1.42B
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$1,000M

Sector Composition

1 Technology 32.41%
2 Financials 11.84%
3 Consumer Discretionary 10.72%
4 Healthcare 9.02%
5 Communication Services 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3451
$163K ﹤0.01%
+3,906
3452
$162K ﹤0.01%
+4,268
3453
$162K ﹤0.01%
3,173
3454
$161K ﹤0.01%
+76,402
3455
$161K ﹤0.01%
20,427
-8,287
3456
$161K ﹤0.01%
75,452
+55,290
3457
$160K ﹤0.01%
46,214
+37,853
3458
$160K ﹤0.01%
+20,450
3459
$160K ﹤0.01%
26,210
+19,474
3460
$160K ﹤0.01%
+4,066
3461
$159K ﹤0.01%
34,656
+32,256
3462
$159K ﹤0.01%
8,308
+5,925
3463
$159K ﹤0.01%
57,230
+7,178
3464
$158K ﹤0.01%
9,840
+9,749
3465
$158K ﹤0.01%
5,866
+4,415
3466
$157K ﹤0.01%
1,500
3467
$157K ﹤0.01%
31,319
+22,951
3468
$157K ﹤0.01%
29,044
+24,906
3469
$156K ﹤0.01%
34,460
-9,177
3470
$156K ﹤0.01%
26,169
+26,168
3471
$156K ﹤0.01%
+4,959
3472
$155K ﹤0.01%
+4,366
3473
$154K ﹤0.01%
+3,793
3474
$154K ﹤0.01%
9,259
-36,499
3475
$154K ﹤0.01%
61,997
+40,551