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
2976
$89K ﹤0.01%
+7,000
2977
$89K ﹤0.01%
+6,344
2978
$89K ﹤0.01%
+4,825
2979
$88K ﹤0.01%
+2,698
2980
$88K ﹤0.01%
+7,778
2981
$88K ﹤0.01%
+3,775
2982
$88K ﹤0.01%
+3,502
2983
$87K ﹤0.01%
+10,077
2984
$87K ﹤0.01%
+26,045
2985
$86K ﹤0.01%
+11,771
2986
$86K ﹤0.01%
+16,369
2987
$86K ﹤0.01%
+48,051
2988
$86K ﹤0.01%
+9,952
2989
$86K ﹤0.01%
+17,911
2990
$86K ﹤0.01%
+16,867
2991
$86K ﹤0.01%
+6,602
2992
$85K ﹤0.01%
+1,170
2993
$85K ﹤0.01%
+2,854
2994
$85K ﹤0.01%
+7,232
2995
$85K ﹤0.01%
+24,194
2996
$85K ﹤0.01%
+5,606
2997
$84K ﹤0.01%
+2,100
2998
$84K ﹤0.01%
+5,442
2999
$84K ﹤0.01%
+2,000
3000
$84K ﹤0.01%
+15,036