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
3726
$7K ﹤0.01%
8
-4
3727
$7K ﹤0.01%
267
+218
3728
$7K ﹤0.01%
344
-40
3729
$7K ﹤0.01%
819
-4,298
3730
$6K ﹤0.01%
284
-762
3731
$6K ﹤0.01%
530
-615
3732
$6K ﹤0.01%
40
+33
3733
$6K ﹤0.01%
+388
3734
$6K ﹤0.01%
704
+563
3735
$6K ﹤0.01%
465
+197
3736
$6K ﹤0.01%
2,144
-14,486
3737
$6K ﹤0.01%
106
-1,695
3738
$6K ﹤0.01%
119
-2,100
3739
$6K ﹤0.01%
+112
3740
$6K ﹤0.01%
164
+134
3741
$6K ﹤0.01%
+626
3742
$6K ﹤0.01%
1,069
+444
3743
$6K ﹤0.01%
1,976
+1,616
3744
$6K ﹤0.01%
2,827
+2,311
3745
$6K ﹤0.01%
+5,642
3746
$6K ﹤0.01%
1,265
-47,602
3747
$6K ﹤0.01%
153
-3,258
3748
$6K ﹤0.01%
630
+515
3749
$6K ﹤0.01%
1,289
-8,684
3750
$6K ﹤0.01%
1,678
-192