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
3926
$15.6K ﹤0.01%
2,769
3927
$15.5K ﹤0.01%
55
3928
$15.4K ﹤0.01%
+1,088
3929
$15.4K ﹤0.01%
770
3930
$15.4K ﹤0.01%
14,492
3931
$15.3K ﹤0.01%
+362
3932
$14.8K ﹤0.01%
350,000
3933
$14.7K ﹤0.01%
+823
3934
$14.4K ﹤0.01%
117
-5,518
3935
$14K ﹤0.01%
+340
3936
$14K ﹤0.01%
+257
3937
$13.9K ﹤0.01%
+393
3938
$13.9K ﹤0.01%
+968
3939
$13.9K ﹤0.01%
109
+32
3940
$13.7K ﹤0.01%
1,000
3941
$13.6K ﹤0.01%
1,616
3942
$13.4K ﹤0.01%
+5,456
3943
$13.2K ﹤0.01%
2,669
+1,555
3944
$12.9K ﹤0.01%
+531
3945
$12.8K ﹤0.01%
+1,055
3946
$12.7K ﹤0.01%
+2,709
3947
$12.5K ﹤0.01%
3,121
3948
$12.5K ﹤0.01%
250,000
3949
$12.5K ﹤0.01%
96
3950
$12.2K ﹤0.01%
+450