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
1851
$823K ﹤0.01%
+31,557
1852
$823K ﹤0.01%
+30,969
1853
$822K ﹤0.01%
+83,590
1854
$822K ﹤0.01%
+37,634
1855
$822K ﹤0.01%
+9,452
1856
$820K ﹤0.01%
+43,715
1857
$820K ﹤0.01%
+30,646
1858
$820K ﹤0.01%
+88,976
1859
$819K ﹤0.01%
+21,060
1860
$818K ﹤0.01%
+15,126
1861
$816K ﹤0.01%
+17,300
1862
$811K ﹤0.01%
+17,319
1863
$810K ﹤0.01%
+44,048
1864
$809K ﹤0.01%
+47,596
1865
$808K ﹤0.01%
+11,700
1866
$807K ﹤0.01%
+56,812
1867
$804K ﹤0.01%
+32,863
1868
$804K ﹤0.01%
+37,416
1869
$798K ﹤0.01%
+29,587
1870
$798K ﹤0.01%
+90,353
1871
$796K ﹤0.01%
+31,206
1872
$795K ﹤0.01%
+32,348
1873
$795K ﹤0.01%
+54,484
1874
$794K ﹤0.01%
+21,374
1875
$793K ﹤0.01%
+53,741