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
2276
$387K ﹤0.01%
+22,289
2277
$387K ﹤0.01%
+16,720
2278
$387K ﹤0.01%
+25,639
2279
$386K ﹤0.01%
+13,129
2280
$386K ﹤0.01%
+46,667
2281
$386K ﹤0.01%
+13,531
2282
$385K ﹤0.01%
+96,191
2283
$385K ﹤0.01%
+18,485
2284
$385K ﹤0.01%
+7,363
2285
$385K ﹤0.01%
+55,719
2286
$384K ﹤0.01%
+33,690
2287
$384K ﹤0.01%
+34,084
2288
$383K ﹤0.01%
+24,606
2289
$382K ﹤0.01%
+21,196
2290
$382K ﹤0.01%
+66,896
2291
$381K ﹤0.01%
+18,108
2292
$381K ﹤0.01%
+4,775
2293
$380K ﹤0.01%
+33,521
2294
$380K ﹤0.01%
+28,920
2295
$379K ﹤0.01%
+11,410
2296
$379K ﹤0.01%
+13,168
2297
$379K ﹤0.01%
+7,492
2298
$375K ﹤0.01%
+10,211
2299
$374K ﹤0.01%
+7,256
2300
$374K ﹤0.01%
+16,475