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
3601
$18K ﹤0.01%
+753
3602
$18K ﹤0.01%
+1,915
3603
$18K ﹤0.01%
+684
3604
$18K ﹤0.01%
+1,278
3605
$18K ﹤0.01%
+815
3606
$18K ﹤0.01%
+922
3607
$18K ﹤0.01%
+901
3608
$18K ﹤0.01%
+2,619
3609
$18K ﹤0.01%
+579
3610
$17K ﹤0.01%
+2,317
3611
$17K ﹤0.01%
+726
3612
$17K ﹤0.01%
+1,780
3613
$17K ﹤0.01%
+3,025
3614
$17K ﹤0.01%
+711
3615
$17K ﹤0.01%
+2,370
3616
$17K ﹤0.01%
+224
3617
$17K ﹤0.01%
+298
3618
$17K ﹤0.01%
+2,779
3619
$17K ﹤0.01%
+993
3620
$17K ﹤0.01%
+1,945
3621
$17K ﹤0.01%
+4,221
3622
$17K ﹤0.01%
+2,324
3623
$17K ﹤0.01%
+996
3624
$17K ﹤0.01%
+2,191
3625
$17K ﹤0.01%
+2,447