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
3376
$35K ﹤0.01%
+1,897
3377
$35K ﹤0.01%
+2,201
3378
$34K ﹤0.01%
+6,086
3379
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+1,250
3380
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+253
3381
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+1,549
3382
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+2,525
3383
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+1,072
3384
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+3,418
3385
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+22,243
3386
$34K ﹤0.01%
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3387
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+2,910
3388
$34K ﹤0.01%
+1,887
3389
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+176
3390
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+821
3391
$33K ﹤0.01%
+953
3392
$33K ﹤0.01%
+2,052
3393
$33K ﹤0.01%
+3,472
3394
$33K ﹤0.01%
+2,019
3395
$33K ﹤0.01%
+2,640
3396
$33K ﹤0.01%
+6,075
3397
$33K ﹤0.01%
+3,562
3398
$33K ﹤0.01%
+3,040
3399
$33K ﹤0.01%
+1,204
3400
$32K ﹤0.01%
+3,633