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
3776
$10K ﹤0.01%
+79
3777
$10K ﹤0.01%
+779
3778
$10K ﹤0.01%
+200
3779
$10K ﹤0.01%
+601
3780
$10K ﹤0.01%
+1,239
3781
$10K ﹤0.01%
+461
3782
$10K ﹤0.01%
+1,574
3783
$10K ﹤0.01%
+1,948
3784
$10K ﹤0.01%
+242
3785
$10K ﹤0.01%
+517
3786
$10K ﹤0.01%
+867
3787
$10K ﹤0.01%
+1,865
3788
$10K ﹤0.01%
+3,163
3789
$10K ﹤0.01%
+4,214
3790
$10K ﹤0.01%
+4,381
3791
$10K ﹤0.01%
+727
3792
$10K ﹤0.01%
+707
3793
$9K ﹤0.01%
+505
3794
$9K ﹤0.01%
+2,089
3795
$9K ﹤0.01%
+87
3796
$9K ﹤0.01%
+830
3797
$9K ﹤0.01%
+554
3798
$9K ﹤0.01%
+774
3799
$9K ﹤0.01%
+175
3800
$9K ﹤0.01%
+847