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
2401
$137K ﹤0.01%
4,143
+1,437
2402
$136K ﹤0.01%
+2,702
2403
$136K ﹤0.01%
3,503
+1,397
2404
$136K ﹤0.01%
2,843
+1,579
2405
$136K ﹤0.01%
28,736
+4,096
2406
$136K ﹤0.01%
9,700
+9,497
2407
$136K ﹤0.01%
22,673
+5,448
2408
$135K ﹤0.01%
10,359
+3,742
2409
$135K ﹤0.01%
3,373
-13,799
2410
$135K ﹤0.01%
+45,000
2411
$135K ﹤0.01%
134,100
-62,271
2412
$134K ﹤0.01%
4,468
+4,281
2413
$134K ﹤0.01%
14,922
-77,600
2414
$134K ﹤0.01%
4,463
-3,544
2415
$133K ﹤0.01%
4,428
+2,317
2416
$133K ﹤0.01%
5,089
+3,556
2417
$132K ﹤0.01%
11,015
+9,184
2418
$131K ﹤0.01%
+8,200
2419
$131K ﹤0.01%
1,210
+682
2420
$130K ﹤0.01%
6,842
-9,960
2421
$130K ﹤0.01%
2,953
-36,453
2422
$129K ﹤0.01%
9,892
+8,049
2423
$129K ﹤0.01%
2,352
+1,285
2424
$129K ﹤0.01%
4,570
+1,810
2425
$129K ﹤0.01%
4,070
-980