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
3176
$58K ﹤0.01%
+2,846
3177
$58K ﹤0.01%
+2,472
3178
$58K ﹤0.01%
+3,632
3179
$58K ﹤0.01%
+3,853
3180
$58K ﹤0.01%
+6,934
3181
$58K ﹤0.01%
+28,768
3182
$58K ﹤0.01%
+4,270
3183
$57K ﹤0.01%
+7,069
3184
$57K ﹤0.01%
+3,886
3185
$57K ﹤0.01%
+896
3186
$57K ﹤0.01%
+35,078
3187
$57K ﹤0.01%
+19,603
3188
$57K ﹤0.01%
+14,162
3189
$57K ﹤0.01%
+6,958
3190
$56K ﹤0.01%
+3,633
3191
$56K ﹤0.01%
+7,470
3192
$56K ﹤0.01%
+2,711
3193
$56K ﹤0.01%
+5,902
3194
$55K ﹤0.01%
+50
3195
$55K ﹤0.01%
+10,761
3196
$55K ﹤0.01%
+805
3197
$55K ﹤0.01%
+2,388
3198
$55K ﹤0.01%
+45,683
3199
$54K ﹤0.01%
+15,733
3200
$54K ﹤0.01%
+1,534