Barclays

Barclays Portfolio holdings

AUM $249B
1-Year Est. Return 25.39%
 

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
+25.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$56.3B
AUM Growth
-$14.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,722
New
Increased
Reduced
Closed

Top Buys

1 +$244M
2 +$143M
3 +$137M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$109M
5
VMW
VMware, Inc
VMW
+$103M

Sector Composition

1 Technology 15.33%
2 Healthcare 12.16%
3 Financials 11.41%
4 Consumer Discretionary 9.92%
5 Communication Services 8.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2476
$292K ﹤0.01%
5,607
-3,132
2477
$292K ﹤0.01%
4,696
-14,105
2478
$292K ﹤0.01%
12,619
-325
2479
$291K ﹤0.01%
16,787
+3,009
2480
$291K ﹤0.01%
12,583
+9,487
2481
$288K ﹤0.01%
36,412
-29,972
2482
$288K ﹤0.01%
12,253
+4,347
2483
$288K ﹤0.01%
9,381
+3,367
2484
$286K ﹤0.01%
17,862
-5,561
2485
$286K ﹤0.01%
13,675
-16,257
2486
$284K ﹤0.01%
3,809
+627
2487
$284K ﹤0.01%
17,070
+3,458
2488
$284K ﹤0.01%
12,767
-9,733
2489
$283K ﹤0.01%
7,655
+2,582
2490
$280K ﹤0.01%
179,355
+111,440
2491
$280K ﹤0.01%
119,998
+51,253
2492
$279K ﹤0.01%
8,699
-20,394
2493
$278K ﹤0.01%
18,289
+759
2494
$278K ﹤0.01%
10,237
-4,997
2495
$277K ﹤0.01%
3,464
-7,615
2496
$277K ﹤0.01%
13,897
-16,538
2497
$276K ﹤0.01%
6,555
2498
$276K ﹤0.01%
6,323
-379
2499
$274K ﹤0.01%
19,180
-21,764
2500
$274K ﹤0.01%
+5,000