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
3026
$82K ﹤0.01%
+5,758
3027
$82K ﹤0.01%
+15,900
3028
$81K ﹤0.01%
+564
3029
$81K ﹤0.01%
+5,513
3030
$81K ﹤0.01%
+438
3031
$80K ﹤0.01%
+3,846
3032
$80K ﹤0.01%
+5,614
3033
$80K ﹤0.01%
+8,019
3034
$80K ﹤0.01%
+4,535
3035
$80K ﹤0.01%
+19,777
3036
$80K ﹤0.01%
+6,910
3037
$79K ﹤0.01%
+1,241
3038
$79K ﹤0.01%
+4,527
3039
$79K ﹤0.01%
+4,829
3040
$79K ﹤0.01%
+10,128
3041
$79K ﹤0.01%
+5,861
3042
$78K ﹤0.01%
+3,017
3043
$78K ﹤0.01%
+3,168
3044
$78K ﹤0.01%
+19,568
3045
$78K ﹤0.01%
+8,000
3046
$78K ﹤0.01%
+5,315
3047
$78K ﹤0.01%
+4,424
3048
$78K ﹤0.01%
+2,324
3049
$78K ﹤0.01%
+5,828
3050
$77K ﹤0.01%
+4,217