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
$40.4B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,393
New
Increased
Reduced
Closed

Top Buys

1 +$4.56B
2 +$797M
3 +$786M
4
FON
SPRINT CORP FON COM
FON
+$724M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$672M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 9.01%
2 Financials 8.92%
3 Technology 7.95%
4 Communication Services 7%
5 Energy 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2551
$220K ﹤0.01%
+4,556
2552
$220K ﹤0.01%
+5,796
2553
$219K ﹤0.01%
+923
2554
$219K ﹤0.01%
+66,159
2555
$218K ﹤0.01%
+28,668
2556
$217K ﹤0.01%
+287
2557
$217K ﹤0.01%
+10,962
2558
$216K ﹤0.01%
+14,786
2559
$215K ﹤0.01%
+16,941
2560
$215K ﹤0.01%
+20,547
2561
$214K ﹤0.01%
+34,810
2562
$214K ﹤0.01%
+39,950
2563
$213K ﹤0.01%
+28,668
2564
$213K ﹤0.01%
+7,159
2565
$213K ﹤0.01%
+8,938
2566
$212K ﹤0.01%
+7,496
2567
$211K ﹤0.01%
+4,424
2568
$211K ﹤0.01%
+12,780
2569
$211K ﹤0.01%
+2,221
2570
$210K ﹤0.01%
+23,617
2571
$210K ﹤0.01%
+25,000
2572
$209K ﹤0.01%
+1,939
2573
$209K ﹤0.01%
+90,102
2574
$208K ﹤0.01%
+6,379
2575
$208K ﹤0.01%
+6,454