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
1351
$1.76M ﹤0.01%
+62,989
1352
$1.76M ﹤0.01%
+133,067
1353
$1.76M ﹤0.01%
+16,749
1354
$1.76M ﹤0.01%
+11,224
1355
$1.76M ﹤0.01%
+90,917
1356
$1.75M ﹤0.01%
+44,735
1357
$1.75M ﹤0.01%
+82,768
1358
$1.75M ﹤0.01%
+126,761
1359
$1.75M ﹤0.01%
+27,309
1360
$1.73M ﹤0.01%
+54,152
1361
$1.73M ﹤0.01%
+398,411
1362
$1.73M ﹤0.01%
+72,962
1363
$1.72M ﹤0.01%
+29,724
1364
$1.72M ﹤0.01%
+83,355
1365
$1.72M ﹤0.01%
+99,897
1366
$1.71M ﹤0.01%
+32,043
1367
$1.71M ﹤0.01%
+39,464
1368
$1.71M ﹤0.01%
+447,726
1369
$1.7M ﹤0.01%
+36,034
1370
$1.7M ﹤0.01%
+31,844
1371
$1.7M ﹤0.01%
+27,308
1372
$1.7M ﹤0.01%
+44,187
1373
$1.68M ﹤0.01%
+54,580
1374
$1.67M ﹤0.01%
+67,320
1375
$1.67M ﹤0.01%
+33,530