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
1776
$902K ﹤0.01%
+32,980
1777
$902K ﹤0.01%
+44,482
1778
$902K ﹤0.01%
+41,051
1779
$901K ﹤0.01%
+56,357
1780
$901K ﹤0.01%
+14,218
1781
$900K ﹤0.01%
+24,151
1782
$899K ﹤0.01%
+93,431
1783
$899K ﹤0.01%
+122,466
1784
$897K ﹤0.01%
+22,840
1785
$895K ﹤0.01%
+34,750
1786
$894K ﹤0.01%
+19,599
1787
$891K ﹤0.01%
+114,166
1788
$891K ﹤0.01%
+61,200
1789
$890K ﹤0.01%
+33,194
1790
$889K ﹤0.01%
+17,486
1791
$889K ﹤0.01%
+38,246
1792
$886K ﹤0.01%
+12,591
1793
$885K ﹤0.01%
+28,868
1794
$885K ﹤0.01%
+6,313
1795
$880K ﹤0.01%
+61,580
1796
$879K ﹤0.01%
+18,571
1797
$877K ﹤0.01%
+50,498
1798
$877K ﹤0.01%
+42,568
1799
$876K ﹤0.01%
+77,655
1800
$876K ﹤0.01%
+47,010