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
1676
$1.02M ﹤0.01%
+18,423
1677
$1.01M ﹤0.01%
+1,037
1678
$1.01M ﹤0.01%
+48,351
1679
$1.01M ﹤0.01%
+41,265
1680
$1.01M ﹤0.01%
+13,486
1681
$1.01M ﹤0.01%
+96,037
1682
$1.01M ﹤0.01%
+33,666
1683
$1.01M ﹤0.01%
+40,989
1684
$1.01M ﹤0.01%
+15,291
1685
$1.01M ﹤0.01%
+62,057
1686
$1M ﹤0.01%
+93,105
1687
$1M ﹤0.01%
+5,718
1688
$1M ﹤0.01%
+37,507
1689
$1M ﹤0.01%
+50,226
1690
$1M ﹤0.01%
+35,003
1691
$993K ﹤0.01%
+5,629
1692
$992K ﹤0.01%
+33,589
1693
$992K ﹤0.01%
+28,432
1694
$990K ﹤0.01%
+25,515
1695
$989K ﹤0.01%
+29,382
1696
$989K ﹤0.01%
+422
1697
$989K ﹤0.01%
+42,296
1698
$988K ﹤0.01%
+215,360
1699
$988K ﹤0.01%
+28,136
1700
$987K ﹤0.01%
+54,222