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
4026
$4.69K ﹤0.01%
521
4027
$4.6K ﹤0.01%
7,283
-39,968
4028
$4.58K ﹤0.01%
310
4029
$4.57K ﹤0.01%
6,029
-12,269
4030
$4.42K ﹤0.01%
+148
4031
$4.15K ﹤0.01%
2,900
4032
$4.12K ﹤0.01%
7,101
-31,687
4033
$4.04K ﹤0.01%
60
-419
4034
$3.99K ﹤0.01%
15,348
4035
$3.96K ﹤0.01%
+104
4036
$3.9K ﹤0.01%
+31,800
4037
$3.9K ﹤0.01%
331
4038
$3.8K ﹤0.01%
98
4039
$3.6K ﹤0.01%
+993
4040
$3.55K ﹤0.01%
2,500
4041
$3.54K ﹤0.01%
1,786
4042
$3.5K ﹤0.01%
+100
4043
$3.33K ﹤0.01%
300
4044
$3.17K ﹤0.01%
5,000
4045
$3.11K ﹤0.01%
666
-38,270
4046
$3.02K ﹤0.01%
601
+21
4047
$2.97K ﹤0.01%
+152
4048
$2.88K ﹤0.01%
+100
4049
$2.81K ﹤0.01%
76
4050
$2.67K ﹤0.01%
93