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
1601
$1.16M ﹤0.01%
+52,037
1602
$1.15M ﹤0.01%
+35,136
1603
$1.15M ﹤0.01%
+58,992
1604
$1.15M ﹤0.01%
+6,735
1605
$1.15M ﹤0.01%
+24,600
1606
$1.15M ﹤0.01%
+230,963
1607
$1.14M ﹤0.01%
+67,845
1608
$1.14M ﹤0.01%
+179,858
1609
$1.14M ﹤0.01%
+74,704
1610
$1.14M ﹤0.01%
+89,863
1611
$1.14M ﹤0.01%
+324,050
1612
$1.14M ﹤0.01%
+33,502
1613
$1.13M ﹤0.01%
+30,468
1614
$1.13M ﹤0.01%
+45,800
1615
$1.13M ﹤0.01%
+97,387
1616
$1.13M ﹤0.01%
+16,622
1617
$1.13M ﹤0.01%
+13,440
1618
$1.13M ﹤0.01%
+45,986
1619
$1.13M ﹤0.01%
+23,458
1620
$1.13M ﹤0.01%
+20,903
1621
$1.12M ﹤0.01%
+257,072
1622
$1.12M ﹤0.01%
+10,401
1623
$1.12M ﹤0.01%
+29,452
1624
$1.12M ﹤0.01%
+79,541
1625
$1.11M ﹤0.01%
+24,572