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
2376
$141K ﹤0.01%
1,708
-138
2377
$141K ﹤0.01%
8,794
+4,770
2378
$141K ﹤0.01%
20,110
-51,963
2379
$141K ﹤0.01%
2,603
+1,023
2380
$141K ﹤0.01%
3,512
-216
2381
$141K ﹤0.01%
6,117
-6,491
2382
$141K ﹤0.01%
17,659
+9,976
2383
$141K ﹤0.01%
6,115
-31,755
2384
$140K ﹤0.01%
1,616
-570
2385
$140K ﹤0.01%
1,787
+54
2386
$140K ﹤0.01%
1,396
-330
2387
$139K ﹤0.01%
15,463
+13,695
2388
$139K ﹤0.01%
12,636
+2,439
2389
$139K ﹤0.01%
12,674
+9,272
2390
$139K ﹤0.01%
3,219
+1,041
2391
$139K ﹤0.01%
8,743
+4,512
2392
$139K ﹤0.01%
6,949
+3,315
2393
$138K ﹤0.01%
15,376
-413,256
2394
$138K ﹤0.01%
2,193
-3,657
2395
$138K ﹤0.01%
9,920
-80,014
2396
$138K ﹤0.01%
8,665
-7,654
2397
$138K ﹤0.01%
3,211
-979
2398
$138K ﹤0.01%
2,306
+1,332
2399
$138K ﹤0.01%
5,994
+3,554
2400
$138K ﹤0.01%
1,091
-30,659