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
3726
$60.1K ﹤0.01%
250
3727
$59.3K ﹤0.01%
7,022
-82,098
3728
$58.8K ﹤0.01%
606
3729
$58.7K ﹤0.01%
4,900
3730
$58.7K ﹤0.01%
7,250
+6,955
3731
$58.2K ﹤0.01%
2,307
+2,266
3732
$58K ﹤0.01%
+4,647
3733
$58K ﹤0.01%
22,293
+1,465
3734
$58K ﹤0.01%
+1,450
3735
$57.4K ﹤0.01%
+1,563
3736
$57.3K ﹤0.01%
1,200
+600
3737
$57.3K ﹤0.01%
646
-1,014
3738
$56.2K ﹤0.01%
27,165
+12,564
3739
$56.1K ﹤0.01%
15,043
-4,066
3740
$54.8K ﹤0.01%
3,499
+2,083
3741
$54.3K ﹤0.01%
19,333
3742
$54.3K ﹤0.01%
8,750
3743
$53.6K ﹤0.01%
+9,143
3744
$53.5K ﹤0.01%
1,150
+889
3745
$53.1K ﹤0.01%
942
+800
3746
$52.8K ﹤0.01%
+1,368
3747
$52.5K ﹤0.01%
+1,636
3748
$52.5K ﹤0.01%
5,996
+4,574
3749
$52.5K ﹤0.01%
+1,081
3750
$52.4K ﹤0.01%
+2,000