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
151
$45.7M 0.11%
+887,427
152
$45.2M 0.11%
+1,869,304
153
$44.8M 0.11%
+953,923
154
$44.1M 0.11%
+605,290
155
$43.7M 0.11%
+1,504,732
156
$43.6M 0.11%
+1,552,675
157
$43.4M 0.11%
+758,155
158
$43M 0.11%
+1,312,398
159
$42.3M 0.1%
+570,773
160
$42.2M 0.1%
+1,211,116
161
$42.1M 0.1%
+1,029,417
162
$42M 0.1%
+617,838
163
$41.8M 0.1%
+749,628
164
$41.5M 0.1%
+854,135
165
$41.4M 0.1%
+571,203
166
$41.4M 0.1%
+349,158
167
$41.3M 0.1%
+935,614
168
$41.2M 0.1%
+737,982
169
$41.1M 0.1%
+629,818
170
$40.6M 0.1%
+374,686
171
$40M 0.1%
+260,779
172
$40M 0.1%
+1,160,247
173
$39.9M 0.1%
+662,130
174
$39.8M 0.1%
+633,590
175
$39.6M 0.1%
+1,049,822