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
2201
$447K ﹤0.01%
+7,453
2202
$445K ﹤0.01%
+63,160
2203
$444K ﹤0.01%
+9,086
2204
$442K ﹤0.01%
+12,800
2205
$442K ﹤0.01%
+11,838
2206
$442K ﹤0.01%
+17,222
2207
$442K ﹤0.01%
+31,703
2208
$441K ﹤0.01%
+29,314
2209
$441K ﹤0.01%
+20,989
2210
$440K ﹤0.01%
+17,136
2211
$440K ﹤0.01%
+103,155
2212
$440K ﹤0.01%
+42,234
2213
$439K ﹤0.01%
+32,353
2214
$436K ﹤0.01%
+319,323
2215
$435K ﹤0.01%
+30,274
2216
$435K ﹤0.01%
+24,971
2217
$434K ﹤0.01%
+28,011
2218
$433K ﹤0.01%
+34,904
2219
$431K ﹤0.01%
+8,344
2220
$429K ﹤0.01%
+6,544
2221
$429K ﹤0.01%
+6,663
2222
$428K ﹤0.01%
+10,982
2223
$428K ﹤0.01%
+11,542
2224
$427K ﹤0.01%
+16,459
2225
$425K ﹤0.01%
+17,728