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
1401
$1.6M ﹤0.01%
+52,478
1402
$1.6M ﹤0.01%
+133,898
1403
$1.59M ﹤0.01%
+413,840
1404
$1.59M ﹤0.01%
+37,370
1405
$1.59M ﹤0.01%
+39,700
1406
$1.59M ﹤0.01%
+60,727
1407
$1.57M ﹤0.01%
+46,137
1408
$1.57M ﹤0.01%
+41,793
1409
$1.57M ﹤0.01%
+15,023
1410
$1.57M ﹤0.01%
+31,153
1411
$1.56M ﹤0.01%
+26,111
1412
$1.56M ﹤0.01%
+25,930
1413
$1.56M ﹤0.01%
+27,288
1414
$1.55M ﹤0.01%
+46,300
1415
$1.55M ﹤0.01%
+32,096
1416
$1.54M ﹤0.01%
+95,310
1417
$1.54M ﹤0.01%
+136,324
1418
$1.54M ﹤0.01%
+206,435
1419
$1.54M ﹤0.01%
+22,469
1420
$1.54M ﹤0.01%
+133,089
1421
$1.53M ﹤0.01%
+31,368
1422
$1.53M ﹤0.01%
+117,000
1423
$1.53M ﹤0.01%
+20,233
1424
$1.52M ﹤0.01%
+60,132
1425
$1.52M ﹤0.01%
+64,947