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
1326
$1.85M ﹤0.01%
+8,119
1327
$1.84M ﹤0.01%
+30,187
1328
$1.84M ﹤0.01%
+42,848
1329
$1.84M ﹤0.01%
+91,037
1330
$1.83M ﹤0.01%
+110,903
1331
$1.83M ﹤0.01%
+18,087
1332
$1.83M ﹤0.01%
+49,413
1333
$1.83M ﹤0.01%
+155,545
1334
$1.83M ﹤0.01%
+100,288
1335
$1.82M ﹤0.01%
+300,360
1336
$1.82M ﹤0.01%
+17,283
1337
$1.82M ﹤0.01%
+150,595
1338
$1.81M ﹤0.01%
+50,759
1339
$1.81M ﹤0.01%
+90,191
1340
$1.8M ﹤0.01%
+130,411
1341
$1.8M ﹤0.01%
+111,216
1342
$1.79M ﹤0.01%
+44,957
1343
$1.79M ﹤0.01%
+133,139
1344
$1.79M ﹤0.01%
+37,076
1345
$1.79M ﹤0.01%
+81,122
1346
$1.78M ﹤0.01%
+39,028
1347
$1.78M ﹤0.01%
+72,318
1348
$1.78M ﹤0.01%
+36,239
1349
$1.78M ﹤0.01%
+24,298
1350
$1.77M ﹤0.01%
+84,019