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
751
$6.23M 0.02%
+247,158
752
$6.21M 0.02%
+248,735
753
$6.18M 0.02%
+236,848
754
$6.17M 0.02%
+125,181
755
$6.15M 0.02%
+233,787
756
$6.13M 0.02%
+102,327
757
$6.11M 0.02%
+148,733
758
$6.09M 0.02%
+55,172
759
$6.09M 0.02%
+157,339
760
$6.03M 0.01%
+181,311
761
$6.01M 0.01%
+283,198
762
$5.99M 0.01%
+226,215
763
$5.98M 0.01%
+256,109
764
$5.96M 0.01%
+119,248
765
$5.94M 0.01%
+213,953
766
$5.93M 0.01%
+202,828
767
$5.92M 0.01%
+163,626
768
$5.91M 0.01%
+236,454
769
$5.91M 0.01%
+262,310
770
$5.9M 0.01%
+522,479
771
$5.89M 0.01%
+17,577
772
$5.89M 0.01%
+238,389
773
$5.88M 0.01%
+172,572
774
$5.86M 0.01%
+512,766
775
$5.83M 0.01%
+100,479