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
$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
2576
$239K ﹤0.01%
4,059
-21,763
2577
$239K ﹤0.01%
6,087
-19,693
2578
$239K ﹤0.01%
5,294
-24,873
2579
$238K ﹤0.01%
14,700
+895
2580
$236K ﹤0.01%
9,603
-5,382
2581
$235K ﹤0.01%
+7,069
2582
$234K ﹤0.01%
12,342
-18,768
2583
$234K ﹤0.01%
81,902
+61,496
2584
$234K ﹤0.01%
7,278
-110,835
2585
$234K ﹤0.01%
14,394
+2,168
2586
$234K ﹤0.01%
60,195
+50,788
2587
$232K ﹤0.01%
15,622
-5,565
2588
$231K ﹤0.01%
6,450
+3,872
2589
$230K ﹤0.01%
27,239
-159,964
2590
$230K ﹤0.01%
12,820
-814
2591
$230K ﹤0.01%
15,263
-97,067
2592
$230K ﹤0.01%
269
+242
2593
$229K ﹤0.01%
17,800
+15,079
2594
$228K ﹤0.01%
4,681
-123
2595
$227K ﹤0.01%
4,509
-3,151
2596
$227K ﹤0.01%
8,700
+6,523
2597
$227K ﹤0.01%
6,794
+2,053
2598
$227K ﹤0.01%
4,765
-6,398
2599
$225K ﹤0.01%
27,989
-25,359
2600
$225K ﹤0.01%
8