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
2601
$224K ﹤0.01%
32,996
+845
2602
$224K ﹤0.01%
8,206
-5,471
2603
$223K ﹤0.01%
1,730
-3,122
2604
$223K ﹤0.01%
9,604
+1,658
2605
$223K ﹤0.01%
5,848
-647
2606
$222K ﹤0.01%
11,389
+1,745
2607
$222K ﹤0.01%
4,394
+3,827
2608
$222K ﹤0.01%
35,306
+32,827
2609
$222K ﹤0.01%
6,636
-4,967
2610
$222K ﹤0.01%
9,230
-1,500
2611
$221K ﹤0.01%
22,331
-11,374
2612
$220K ﹤0.01%
1,543
+1,377
2613
$220K ﹤0.01%
8,035
-12,154
2614
$220K ﹤0.01%
66,273
+21,233
2615
$220K ﹤0.01%
10,627
+3,762
2616
$219K ﹤0.01%
9,203
-15,768
2617
$219K ﹤0.01%
5,686
-9,184
2618
$219K ﹤0.01%
5,767
+3,983
2619
$219K ﹤0.01%
13,914
-14,886
2620
$218K ﹤0.01%
21,902
-743
2621
$218K ﹤0.01%
64,936
+49,403
2622
$218K ﹤0.01%
2,400
-2,967
2623
$217K ﹤0.01%
+10,245
2624
$217K ﹤0.01%
2,941
+1,621
2625
$217K ﹤0.01%
40,559
+35,427