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
2551
$253K ﹤0.01%
3,084
-4,978
2552
$253K ﹤0.01%
34,691
+14,648
2553
$252K ﹤0.01%
14,158
+4,395
2554
$252K ﹤0.01%
66,757
+23,616
2555
$251K ﹤0.01%
23,369
+4,656
2556
$251K ﹤0.01%
1,294
+572
2557
$250K ﹤0.01%
120,302
+31,890
2558
$249K ﹤0.01%
12,698
+6,370
2559
$249K ﹤0.01%
2,083
-300
2560
$249K ﹤0.01%
14,747
+12,816
2561
$248K ﹤0.01%
16,085
-8,950
2562
$247K ﹤0.01%
3,009
-1,221
2563
$246K ﹤0.01%
5,862
-34,506
2564
$246K ﹤0.01%
8,158
-29,522
2565
$245K ﹤0.01%
+14,897
2566
$244K ﹤0.01%
18,010
-30
2567
$244K ﹤0.01%
50,590
2568
$243K ﹤0.01%
3,897
-8,508
2569
$241K ﹤0.01%
848
+175
2570
$241K ﹤0.01%
15,575
+12,838
2571
$241K ﹤0.01%
11,200
-41,155
2572
$241K ﹤0.01%
+9,296
2573
$240K ﹤0.01%
10,060
-7,891
2574
$240K ﹤0.01%
7,643
-1,741
2575
$239K ﹤0.01%
6,268
-1,745