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
1376
$1.67M ﹤0.01%
+93,934
1377
$1.66M ﹤0.01%
+17,655
1378
$1.66M ﹤0.01%
+48,432
1379
$1.66M ﹤0.01%
+190,590
1380
$1.66M ﹤0.01%
+44,649
1381
$1.64M ﹤0.01%
+54,924
1382
$1.64M ﹤0.01%
+67,273
1383
$1.64M ﹤0.01%
+46,421
1384
$1.63M ﹤0.01%
+40,317
1385
$1.63M ﹤0.01%
+50,192
1386
$1.63M ﹤0.01%
+92,915
1387
$1.62M ﹤0.01%
+73,599
1388
$1.62M ﹤0.01%
+37,627
1389
$1.62M ﹤0.01%
+36,950
1390
$1.62M ﹤0.01%
+171,487
1391
$1.62M ﹤0.01%
+98,093
1392
$1.62M ﹤0.01%
+128,248
1393
$1.62M ﹤0.01%
+94,771
1394
$1.61M ﹤0.01%
+449,815
1395
$1.61M ﹤0.01%
+84,408
1396
$1.61M ﹤0.01%
+42,425
1397
$1.61M ﹤0.01%
+50,676
1398
$1.61M ﹤0.01%
+19,757
1399
$1.6M ﹤0.01%
+299,757
1400
$1.6M ﹤0.01%
+109,973