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
2326
$354K ﹤0.01%
+34,134
2327
$354K ﹤0.01%
+17,776
2328
$354K ﹤0.01%
+16,977
2329
$354K ﹤0.01%
+7,244
2330
$353K ﹤0.01%
+14,288
2331
$352K ﹤0.01%
+4,539
2332
$352K ﹤0.01%
+27,524
2333
$352K ﹤0.01%
+13,243
2334
$352K ﹤0.01%
+18,245
2335
$351K ﹤0.01%
+26,042
2336
$350K ﹤0.01%
+7,455
2337
$349K ﹤0.01%
+38,339
2338
$349K ﹤0.01%
+4,053
2339
0
2340
$348K ﹤0.01%
+1,475
2341
$347K ﹤0.01%
+25,412
2342
$346K ﹤0.01%
+28,900
2343
$345K ﹤0.01%
+5,200
2344
$345K ﹤0.01%
+102
2345
$344K ﹤0.01%
+10,170
2346
$344K ﹤0.01%
+4,198
2347
$343K ﹤0.01%
+8,862
2348
$342K ﹤0.01%
+25,225
2349
$342K ﹤0.01%
+48,286
2350
$340K ﹤0.01%
+9,702