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
$55.2B
AUM Growth
+$2.23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,683
New
Increased
Reduced
Closed

Top Sells

1 +$629M
2 +$501M
3 +$473M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$242M
5
EBAY icon
eBay
EBAY
+$232M

Sector Composition

1 Healthcare 10.67%
2 Technology 8.63%
3 Energy 7.4%
4 Financials 7.24%
5 Communication Services 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2251
$196K ﹤0.01%
7,834
+4,260
2252
$194K ﹤0.01%
15,422
+14,074
2253
$194K ﹤0.01%
3,248
-13,248
2254
$194K ﹤0.01%
3,871
-11,780
2255
$193K ﹤0.01%
2,069
+1,307
2256
$192K ﹤0.01%
2,745
+470
2257
$192K ﹤0.01%
192,342
-170,567
2258
$192K ﹤0.01%
18,012
+17,460
2259
$192K ﹤0.01%
31,931
-1,068,643
2260
$191K ﹤0.01%
6,584
+5,942
2261
$190K ﹤0.01%
7,600
2262
$190K ﹤0.01%
13,595
-3,622
2263
$190K ﹤0.01%
+3,829
2264
$190K ﹤0.01%
11,098
2265
$190K ﹤0.01%
3,343
-8,397
2266
$190K ﹤0.01%
2,264
-12,433
2267
$189K ﹤0.01%
4,306
-2,453
2268
$189K ﹤0.01%
10,544
-720
2269
$188K ﹤0.01%
8,951
+8,187
2270
$188K ﹤0.01%
37,608
+37,517
2271
$187K ﹤0.01%
1,263
+721
2272
$187K ﹤0.01%
11,014
+10,744
2273
$186K ﹤0.01%
1,940
+860
2274
$186K ﹤0.01%
4,964
-544
2275
$185K ﹤0.01%
26,406
-15,387