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
3276
$44K ﹤0.01%
+8,267
3277
$44K ﹤0.01%
+3,248
3278
$43K ﹤0.01%
+1,356
3279
$43K ﹤0.01%
+2,700
3280
$43K ﹤0.01%
+13,470
3281
$43K ﹤0.01%
+1,228
3282
$43K ﹤0.01%
+1,260
3283
$43K ﹤0.01%
+804
3284
$43K ﹤0.01%
+325
3285
$43K ﹤0.01%
+2,356
3286
$43K ﹤0.01%
+10,731
3287
$43K ﹤0.01%
+2,391
3288
$43K ﹤0.01%
+7,230
3289
$42K ﹤0.01%
+6,920
3290
$42K ﹤0.01%
+5,406
3291
$42K ﹤0.01%
+559
3292
$42K ﹤0.01%
+6,057
3293
$42K ﹤0.01%
+7,208
3294
$42K ﹤0.01%
+127,967
3295
$42K ﹤0.01%
+2,130
3296
$41K ﹤0.01%
+10,904
3297
$41K ﹤0.01%
+1,194
3298
$41K ﹤0.01%
+1,628
3299
$41K ﹤0.01%
+2,705
3300
$41K ﹤0.01%
+1,125