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
2576
$208K ﹤0.01%
+15,649
2577
$208K ﹤0.01%
+6,792
2578
$207K ﹤0.01%
+26,478
2579
$206K ﹤0.01%
+15,000
2580
$206K ﹤0.01%
+12,049
2581
$206K ﹤0.01%
+45,891
2582
$206K ﹤0.01%
+3,535
2583
$205K ﹤0.01%
+8,710
2584
$205K ﹤0.01%
+1,460
2585
$204K ﹤0.01%
+5
2586
$203K ﹤0.01%
+7,500
2587
$203K ﹤0.01%
+13,476
2588
$203K ﹤0.01%
+11,627
2589
$203K ﹤0.01%
+13,896
2590
$203K ﹤0.01%
+12,851
2591
$202K ﹤0.01%
+2,026
2592
$201K ﹤0.01%
+1,889
2593
$201K ﹤0.01%
+16,625
2594
$200K ﹤0.01%
+1,545
2595
$200K ﹤0.01%
+14,061
2596
$200K ﹤0.01%
+10,990
2597
$200K ﹤0.01%
+24,059
2598
$199K ﹤0.01%
+36,110
2599
$199K ﹤0.01%
+2,558
2600
$199K ﹤0.01%
+2,656