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
1926
$719K ﹤0.01%
+9,873
1927
$711K ﹤0.01%
+13,043
1928
$711K ﹤0.01%
+66,792
1929
$711K ﹤0.01%
+14,948
1930
$709K ﹤0.01%
+22,858
1931
$707K ﹤0.01%
+43,470
1932
$707K ﹤0.01%
+4,185
1933
$706K ﹤0.01%
+74,837
1934
$703K ﹤0.01%
+11,267
1935
$703K ﹤0.01%
+47,656
1936
$703K ﹤0.01%
+38,737
1937
$702K ﹤0.01%
+63,536
1938
$702K ﹤0.01%
+231,854
1939
$702K ﹤0.01%
+10,250
1940
$699K ﹤0.01%
+117,688
1941
$698K ﹤0.01%
+60,347
1942
$697K ﹤0.01%
+9,000
1943
$697K ﹤0.01%
+9,326
1944
$696K ﹤0.01%
+32,865
1945
$696K ﹤0.01%
+33,087
1946
$694K ﹤0.01%
+31,968
1947
$693K ﹤0.01%
+26,214
1948
$693K ﹤0.01%
+22,603
1949
$693K ﹤0.01%
+14,359
1950
$692K ﹤0.01%
+7,323