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
3801
$9K ﹤0.01%
+469
3802
$9K ﹤0.01%
+87
3803
$9K ﹤0.01%
+486
3804
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+310
3805
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+411
3806
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+595
3807
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+368
3808
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+652
3809
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+425
3810
$9K ﹤0.01%
+1,251
3811
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+1,339
3812
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+1,062
3813
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+1,902
3814
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+650
3815
$9K ﹤0.01%
+2,360
3816
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+667
3817
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+310
3818
$9K ﹤0.01%
+753
3819
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+625
3820
$9K ﹤0.01%
+427
3821
$8K ﹤0.01%
+720
3822
$8K ﹤0.01%
+440
3823
$8K ﹤0.01%
+1,212
3824
$8K ﹤0.01%
+1,357
3825
$8K ﹤0.01%
+427