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
2651
$179K ﹤0.01%
+8,052
2652
$178K ﹤0.01%
+3,580
2653
$178K ﹤0.01%
+13,726
2654
$178K ﹤0.01%
+19,141
2655
$178K ﹤0.01%
+4,336
2656
$176K ﹤0.01%
+12,159
2657
$176K ﹤0.01%
+8,400
2658
$176K ﹤0.01%
+5,319
2659
$176K ﹤0.01%
+36,012
2660
$176K ﹤0.01%
+12,334
2661
$175K ﹤0.01%
+4,020
2662
$175K ﹤0.01%
+12,785
2663
$175K ﹤0.01%
+120,786
2664
$174K ﹤0.01%
+4,932
2665
$173K ﹤0.01%
+8,158
2666
$173K ﹤0.01%
+27,580
2667
$173K ﹤0.01%
+64,555
2668
$172K ﹤0.01%
+5,013
2669
$172K ﹤0.01%
+16,943
2670
$172K ﹤0.01%
+14,431
2671
$171K ﹤0.01%
+10,440
2672
$171K ﹤0.01%
+30,430
2673
$169K ﹤0.01%
+7,071
2674
$169K ﹤0.01%
+19,562
2675
$169K ﹤0.01%
+25,546