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Barclays

Barclays Portfolio holdings

AUM $280B
1-Year Est. Return 34.19%
 

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
+34.19%
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 32.4%
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
4301
-352
4302
-3,065
4303
-401
4304
-6
4305
-5,725
4306
-600
4307
-200
4308
-7,500
4309
-575
4310
-7,940
4311
-575
4312
-56,100
4313
-143
4314
-44,747
4315
-54,830
4316
-1,836
4317
-330
4318
-1,600
4319
-1,046
4320
-19,261
4321
-10
4322
-6,420
4323
-173
4324
-182
4325
-32,980