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
3201
$54K ﹤0.01%
+781
3202
$54K ﹤0.01%
+591
3203
$53K ﹤0.01%
+3,614
3204
$53K ﹤0.01%
+2,142
3205
$53K ﹤0.01%
+5,300
3206
$53K ﹤0.01%
+10,624
3207
$52K ﹤0.01%
+3,867
3208
$52K ﹤0.01%
+1,203
3209
$52K ﹤0.01%
+2,160
3210
$52K ﹤0.01%
+1,161
3211
$52K ﹤0.01%
+43,344
3212
$52K ﹤0.01%
+9,732
3213
$52K ﹤0.01%
+2,078
3214
$52K ﹤0.01%
+7,091
3215
$52K ﹤0.01%
+6,632
3216
$51K ﹤0.01%
+1,830
3217
$51K ﹤0.01%
+108
3218
$51K ﹤0.01%
+1,385
3219
$51K ﹤0.01%
+1,015
3220
$51K ﹤0.01%
+10,717
3221
$51K ﹤0.01%
+14,241
3222
$51K ﹤0.01%
+2
3223
$50K ﹤0.01%
+2,422
3224
$50K ﹤0.01%
+2,800
3225
$50K ﹤0.01%
+2,245