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
2201
$1.79M ﹤0.01%
63,615
+34,027
2202
$1.79M ﹤0.01%
50,565
+35,632
2203
$1.78M ﹤0.01%
138,440
+96,525
2204
$1.78M ﹤0.01%
104,705
+57,385
2205
$1.78M ﹤0.01%
136,534
+24,633
2206
$1.78M ﹤0.01%
251,819
+136,541
2207
$1.78M ﹤0.01%
85,831
+62,857
2208
$1.78M ﹤0.01%
29,067
+12,196
2209
$1.77M ﹤0.01%
23,689
+18,380
2210
$1.76M ﹤0.01%
111,969
+64,035
2211
$1.76M ﹤0.01%
75,620
+35,417
2212
$1.76M ﹤0.01%
202,890
+146,065
2213
$1.76M ﹤0.01%
38,777
-6,192
2214
$1.76M ﹤0.01%
18,400
-17,500
2215
$1.76M ﹤0.01%
55,467
+44,111
2216
$1.76M ﹤0.01%
107,863
+63,928
2217
$1.76M ﹤0.01%
68,792
+53,203
2218
$1.76M ﹤0.01%
31,876
+18,421
2219
$1.75M ﹤0.01%
49,101
+38,763
2220
$1.75M ﹤0.01%
17,900
-17,400
2221
$1.75M ﹤0.01%
102,836
+71,436
2222
$1.75M ﹤0.01%
150,791
+124,441
2223
$1.74M ﹤0.01%
18,471
+14,675
2224
$1.74M ﹤0.01%
60,000
2225
$1.74M ﹤0.01%
158,491
+98,791