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
2101
$530K ﹤0.01%
+11,399
2102
$528K ﹤0.01%
+30,362
2103
$528K ﹤0.01%
+40,910
2104
$527K ﹤0.01%
+33,408
2105
$527K ﹤0.01%
+52,734
2106
$526K ﹤0.01%
+38,766
2107
$525K ﹤0.01%
+9,680
2108
$525K ﹤0.01%
+11,907
2109
$524K ﹤0.01%
+105,282
2110
$523K ﹤0.01%
+74,547
2111
$522K ﹤0.01%
+39,500
2112
$518K ﹤0.01%
+21,044
2113
$518K ﹤0.01%
+173
2114
$515K ﹤0.01%
+63,699
2115
$514K ﹤0.01%
+24,708
2116
$514K ﹤0.01%
+11,744
2117
$513K ﹤0.01%
+23,657
2118
$512K ﹤0.01%
+15,163
2119
$512K ﹤0.01%
+21,313
2120
$511K ﹤0.01%
+30,155
2121
$511K ﹤0.01%
+25,366
2122
$511K ﹤0.01%
+16,067
2123
$511K ﹤0.01%
+24,732
2124
$510K ﹤0.01%
+35,959
2125
$508K ﹤0.01%
+32,911