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
1951
$692K ﹤0.01%
+12,233
1952
$691K ﹤0.01%
+30,112
1953
$691K ﹤0.01%
+25,729
1954
$691K ﹤0.01%
+36,998
1955
$690K ﹤0.01%
+15,392
1956
$690K ﹤0.01%
+5,485
1957
$689K ﹤0.01%
+19,942
1958
$687K ﹤0.01%
+13,715
1959
$686K ﹤0.01%
+13,625
1960
$685K ﹤0.01%
+20,000
1961
$684K ﹤0.01%
+24,754
1962
$684K ﹤0.01%
+30,303
1963
$682K ﹤0.01%
+17,062
1964
$680K ﹤0.01%
+6,876
1965
$678K ﹤0.01%
+12,183
1966
$677K ﹤0.01%
+5,973
1967
$676K ﹤0.01%
+11,312
1968
$672K ﹤0.01%
+56,194
1969
$672K ﹤0.01%
+10,307
1970
$670K ﹤0.01%
+24,429
1971
$669K ﹤0.01%
+23,980
1972
$668K ﹤0.01%
+20,055
1973
$668K ﹤0.01%
+31,071
1974
$667K ﹤0.01%
+18,341
1975
$667K ﹤0.01%
+9,192