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
3576
$20K ﹤0.01%
+11,900
3577
$19K ﹤0.01%
+3,413
3578
$19K ﹤0.01%
+3,997
3579
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+3,127
3580
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+3,196
3581
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+708
3582
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+1,574
3583
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+420
3584
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+757
3585
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+704
3586
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+6,284
3588
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+810
3589
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+837
3590
$19K ﹤0.01%
+2,635
3591
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+2,291
3592
$18K ﹤0.01%
+1,333
3593
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+868
3594
$18K ﹤0.01%
+4,859
3595
$18K ﹤0.01%
+1,221
3596
$18K ﹤0.01%
+734
3597
$18K ﹤0.01%
+1,081
3598
$18K ﹤0.01%
+1,482
3599
$18K ﹤0.01%
+478
3600
$18K ﹤0.01%
+457