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%
+922
3602
$18K ﹤0.01%
+901
3603
$18K ﹤0.01%
+2,619
3604
$18K ﹤0.01%
+579
3605
$18K ﹤0.01%
+868
3606
$18K ﹤0.01%
+4,859
3607
$18K ﹤0.01%
+1,221
3608
$18K ﹤0.01%
+734
3609
$18K ﹤0.01%
+1,333
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%
+298
3617
$17K ﹤0.01%
+2,779
3618
$17K ﹤0.01%
+993
3619
$17K ﹤0.01%
+1,945
3620
$17K ﹤0.01%
+4,221
3621
$17K ﹤0.01%
+2,324
3622
$17K ﹤0.01%
+996
3623
$17K ﹤0.01%
+2,191
3624
$17K ﹤0.01%
+2,447
3625
$17K ﹤0.01%
+2,770