Barclays

Barclays Portfolio holdings

AUM $272B
1-Year Est. Return 16.92%
 

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
+16.92%
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 +$4.54B
2 +$767M
3 +$756M
4
FON
SPRINT CORP FON COM
FON
+$724M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$624M

Top Sells

No sells this quarter

Sector Composition

1 Financials 9.06%
2 Healthcare 9.01%
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
4001
$4K ﹤0.01%
+795
4002
$4K ﹤0.01%
+1,713
4003
$4K ﹤0.01%
+314
4004
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+225
4005
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+13,200
4006
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4007
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+211
4008
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+237
4009
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+220
4010
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4011
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+854
4012
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+1,025
4013
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+321
4014
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+222
4015
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+32
4016
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+309
4017
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+460
4018
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+570
4019
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+980
4020
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+261
4021
$3K ﹤0.01%
+135
4022
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+122
4023
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+95
4024
$3K ﹤0.01%
+214
4025
$3K ﹤0.01%
+653