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
2676
$197K ﹤0.01%
6,212
+745
2677
$197K ﹤0.01%
33,811
+32,164
2678
$196K ﹤0.01%
4,249
-980
2679
$195K ﹤0.01%
5,400
+2,479
2680
$195K ﹤0.01%
10,136
+2,904
2681
$194K ﹤0.01%
12,118
-27,499
2682
$193K ﹤0.01%
6,472
+1,173
2683
$193K ﹤0.01%
12,711
+2,932
2684
$193K ﹤0.01%
79
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2685
$193K ﹤0.01%
38,670
-10,654
2686
$192K ﹤0.01%
325
+137
2687
$192K ﹤0.01%
12,308
-12,684
2688
$191K ﹤0.01%
261
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2689
$191K ﹤0.01%
4,796
+336
2690
$190K ﹤0.01%
19,533
-89,822
2691
$189K ﹤0.01%
452
+377
2692
$189K ﹤0.01%
62,954
-15,756
2693
$186K ﹤0.01%
8,546
+1,860
2694
$186K ﹤0.01%
2,219
-6,356
2695
$186K ﹤0.01%
6,021
-6,090
2696
$186K ﹤0.01%
4,857
-8,041
2697
$185K ﹤0.01%
9,668
+2,410
2698
$185K ﹤0.01%
8,899
-14,789
2699
$185K ﹤0.01%
9,137
-1,567
2700
$185K ﹤0.01%
5,944
-26,428