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
2176
$469K ﹤0.01%
+14,481
2177
$468K ﹤0.01%
+22,282
2178
$466K ﹤0.01%
+12,372
2179
$462K ﹤0.01%
+7,545
2180
$462K ﹤0.01%
+23,140
2181
$461K ﹤0.01%
+14,932
2182
$461K ﹤0.01%
+28,642
2183
$461K ﹤0.01%
+10,235
2184
$461K ﹤0.01%
+17,023
2185
$461K ﹤0.01%
+18,572
2186
$461K ﹤0.01%
+33,720
2187
$460K ﹤0.01%
+27,230
2188
$460K ﹤0.01%
+9,525
2189
$459K ﹤0.01%
+29,600
2190
$458K ﹤0.01%
+24,379
2191
$458K ﹤0.01%
+116
2192
$458K ﹤0.01%
+9,712
2193
$455K ﹤0.01%
+27,294
2194
$455K ﹤0.01%
+17,968
2195
$453K ﹤0.01%
+50,433
2196
$452K ﹤0.01%
+7,210
2197
$449K ﹤0.01%
+11,434
2198
$449K ﹤0.01%
+10,315
2199
$449K ﹤0.01%
+32,110
2200
$448K ﹤0.01%
+8,199