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
2626
$216K ﹤0.01%
13,860
-32,281
2627
$216K ﹤0.01%
5,670
-1,274
2628
$215K ﹤0.01%
10,322
-16,000
2629
$215K ﹤0.01%
15,796
+12,596
2630
$215K ﹤0.01%
28,200
+14,968
2631
$215K ﹤0.01%
12,322
+9,800
2632
$214K ﹤0.01%
3,248
-7,268
2633
$214K ﹤0.01%
3,990
2634
$213K ﹤0.01%
2,147
-591
2635
$213K ﹤0.01%
20,416
-12,491
2636
$213K ﹤0.01%
+10,326
2637
$213K ﹤0.01%
3,671
-5,020
2638
$213K ﹤0.01%
28,043
+17,152
2639
$213K ﹤0.01%
6,544
+1,396
2640
$212K ﹤0.01%
57,359
+17,693
2641
$212K ﹤0.01%
18,831
+6,548
2642
$211K ﹤0.01%
5,469
-4,214
2643
$211K ﹤0.01%
21,772
-51,838
2644
$211K ﹤0.01%
4,401
-1,738
2645
$210K ﹤0.01%
13,304
+2,861
2646
$210K ﹤0.01%
10,097
+8,932
2647
$209K ﹤0.01%
77,698
+11,951
2648
$209K ﹤0.01%
11,362
-2,884
2649
$209K ﹤0.01%
109,490
-9,980
2650
$208K ﹤0.01%
9,728
+7,202