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
3101
$69K ﹤0.01%
+5,004
3102
$68K ﹤0.01%
+12,992
3103
$68K ﹤0.01%
+2,172
3104
$68K ﹤0.01%
+2,058
3105
$68K ﹤0.01%
+4,272
3106
$68K ﹤0.01%
+5,859
3107
$68K ﹤0.01%
+5,650
3108
$68K ﹤0.01%
+1,278
3109
$67K ﹤0.01%
+6,116
3110
$67K ﹤0.01%
+5,466
3111
$67K ﹤0.01%
+18,713
3112
$66K ﹤0.01%
+2,324
3113
$66K ﹤0.01%
+3,779
3114
$66K ﹤0.01%
+4,365
3115
$66K ﹤0.01%
+3,962
3116
$66K ﹤0.01%
+4,785
3117
$66K ﹤0.01%
+161
3118
$66K ﹤0.01%
+3,038
3119
$66K ﹤0.01%
+10,035
3120
$66K ﹤0.01%
+7,382
3121
$66K ﹤0.01%
+8,151
3122
$66K ﹤0.01%
+67,112
3123
$66K ﹤0.01%
+2,855
3124
$65K ﹤0.01%
+55
3125
$65K ﹤0.01%
+8,000