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
2801
$130K ﹤0.01%
+7,088
2802
$130K ﹤0.01%
+15,215
2803
$130K ﹤0.01%
+3,264
2804
$129K ﹤0.01%
+8,387
2805
$128K ﹤0.01%
+12,206
2806
$128K ﹤0.01%
+2,479
2807
$128K ﹤0.01%
+1,914
2808
$127K ﹤0.01%
+9,156
2809
$127K ﹤0.01%
+7,118
2810
$127K ﹤0.01%
+5,610
2811
$127K ﹤0.01%
+1,121
2812
$127K ﹤0.01%
+12,426
2813
$127K ﹤0.01%
+7,007
2814
$126K ﹤0.01%
+20,024
2815
$126K ﹤0.01%
+32,421
2816
$126K ﹤0.01%
+11,382
2817
$126K ﹤0.01%
+13,330
2818
$126K ﹤0.01%
+8,641
2819
$125K ﹤0.01%
+12,005
2820
$125K ﹤0.01%
+31,692
2821
$125K ﹤0.01%
+7,090
2822
$125K ﹤0.01%
+1,318
2823
$124K ﹤0.01%
+4,761
2824
$124K ﹤0.01%
+4,272
2825
$124K ﹤0.01%
+3,237