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
2226
$425K ﹤0.01%
+39,520
2227
$424K ﹤0.01%
+40,300
2228
$423K ﹤0.01%
+33,622
2229
$422K ﹤0.01%
+50,132
2230
$421K ﹤0.01%
+4,901
2231
$421K ﹤0.01%
+28,758
2232
$420K ﹤0.01%
+12,425
2233
$419K ﹤0.01%
+40,672
2234
$419K ﹤0.01%
+892
2235
$417K ﹤0.01%
+7,279
2236
$417K ﹤0.01%
+21,301
2237
$417K ﹤0.01%
+17,376
2238
$417K ﹤0.01%
+25,379
2239
$417K ﹤0.01%
+11,378
2240
$416K ﹤0.01%
+45,054
2241
$416K ﹤0.01%
+8,004
2242
$413K ﹤0.01%
+47,997
2243
$413K ﹤0.01%
+609
2244
$413K ﹤0.01%
+10,828
2245
$411K ﹤0.01%
+33,210
2246
$411K ﹤0.01%
+28,577
2247
$411K ﹤0.01%
+9,116
2248
$410K ﹤0.01%
+9,370
2249
$409K ﹤0.01%
+35,784
2250
$408K ﹤0.01%
+7,204