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
2701
$161K ﹤0.01%
+20,949
2702
$161K ﹤0.01%
+21,349
2703
$160K ﹤0.01%
+5,775
2704
$160K ﹤0.01%
+19,790
2705
$160K ﹤0.01%
+6,262
2706
$159K ﹤0.01%
+11,657
2707
$159K ﹤0.01%
+23,943
2708
$158K ﹤0.01%
+7,771
2709
$158K ﹤0.01%
+7,388
2710
$158K ﹤0.01%
+7,113
2711
$157K ﹤0.01%
+1,323
2712
$157K ﹤0.01%
+4,732
2713
$157K ﹤0.01%
+6,005
2714
$157K ﹤0.01%
+11,265
2715
$156K ﹤0.01%
+95,576
2716
$155K ﹤0.01%
+12,224
2717
$155K ﹤0.01%
+1,808
2718
$155K ﹤0.01%
+9,047
2719
$155K ﹤0.01%
+6,966
2720
$154K ﹤0.01%
+6,461
2721
$154K ﹤0.01%
+6,417
2722
$153K ﹤0.01%
+22,827
2723
$152K ﹤0.01%
+5,578
2724
$152K ﹤0.01%
+4,993
2725
$151K ﹤0.01%
+11,494