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
3251
$47K ﹤0.01%
+2,748
3252
$47K ﹤0.01%
+5,744
3253
$47K ﹤0.01%
+3,354
3254
$46K ﹤0.01%
+440
3255
$46K ﹤0.01%
+3,488
3256
$46K ﹤0.01%
+1,604
3257
$46K ﹤0.01%
+5,255
3258
$46K ﹤0.01%
+1,060
3259
$46K ﹤0.01%
+11,998
3260
$45K ﹤0.01%
+1,448
3261
$45K ﹤0.01%
+5,573
3262
$45K ﹤0.01%
+7,373
3263
$45K ﹤0.01%
+3,869
3264
$45K ﹤0.01%
+8,387
3265
$45K ﹤0.01%
+1,907
3266
$44K ﹤0.01%
+3,160
3267
$44K ﹤0.01%
+3,085
3268
$44K ﹤0.01%
+6,129
3269
$44K ﹤0.01%
+9,048
3270
$44K ﹤0.01%
+120
3271
$44K ﹤0.01%
+23,457
3272
$44K ﹤0.01%
+2,095
3273
$44K ﹤0.01%
+2,000
3274
$44K ﹤0.01%
+3,093
3275
$44K ﹤0.01%
+2,741