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Barclays

Barclays Portfolio holdings

AUM $280B
1-Year Est. Return 34.19%
 

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
+34.19%
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
1801
$873K ﹤0.01%
+14,134
1802
$872K ﹤0.01%
+58,397
1803
$872K ﹤0.01%
+238,825
1804
$871K ﹤0.01%
+55,624
1805
$869K ﹤0.01%
+21,332
1806
$867K ﹤0.01%
+28,726
1807
$864K ﹤0.01%
+11,162
1808
$864K ﹤0.01%
+13,300
1809
$863K ﹤0.01%
+20,515
1810
$863K ﹤0.01%
+37,244
1811
$861K ﹤0.01%
+75,978
1812
$860K ﹤0.01%
+15,595
1813
$860K ﹤0.01%
+70,780
1814
$858K ﹤0.01%
+43,854
1815
$857K ﹤0.01%
+20,380
1816
$857K ﹤0.01%
+61,946
1817
$856K ﹤0.01%
+57,832
1818
$855K ﹤0.01%
+17,094
1819
$855K ﹤0.01%
+59,153
1820
$855K ﹤0.01%
+18,176
1821
$855K ﹤0.01%
+41,499
1822
$855K ﹤0.01%
+51,598
1823
$853K ﹤0.01%
+27,658
1824
$853K ﹤0.01%
+35,839
1825
$853K ﹤0.01%
+3,138