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
176
$39.6M 0.1%
+681,317
177
$39.4M 0.1%
+496,771
178
$39.1M 0.1%
+211,935
179
$38.9M 0.1%
+1,433,351
180
$38.8M 0.1%
+1,092,034
181
$38.8M 0.1%
+936,597
182
$38.7M 0.1%
+1,180,454
183
$38.5M 0.1%
+636,135
184
$37.5M 0.09%
+906,564
185
$37.5M 0.09%
+1,154,205
186
$37.2M 0.09%
+631,561
187
$37.2M 0.09%
+775,721
188
$37.1M 0.09%
+1,199,908
189
$37.1M 0.09%
+463,767
190
$37M 0.09%
+171,785
191
$36.9M 0.09%
+966,266
192
$36.7M 0.09%
+1,083,518
193
$36.1M 0.09%
+537,923
194
$36M 0.09%
+493,185
195
$35.9M 0.09%
+868,059
196
$35.7M 0.09%
+2,123,290
197
$35.5M 0.09%
+533,617
198
$35.4M 0.09%
+623,740
199
$35.2M 0.09%
+1,404,876
200
$35.1M 0.09%
+529,561