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
2726
$176K ﹤0.01%
10,813
-10,679
2727
$176K ﹤0.01%
5,141
+719
2728
$175K ﹤0.01%
3,757
-5,984
2729
$175K ﹤0.01%
6,622
+2,340
2730
$174K ﹤0.01%
+24,223
2731
$174K ﹤0.01%
+16,992
2732
$174K ﹤0.01%
2,370
-3,462
2733
$173K ﹤0.01%
49,072
+16,509
2734
$173K ﹤0.01%
43,640
+25,229
2735
$172K ﹤0.01%
3,177
2736
$171K ﹤0.01%
3,277
+2,890
2737
$170K ﹤0.01%
2,132
-9,931
2738
$170K ﹤0.01%
19,484
+19,385
2739
$169K ﹤0.01%
7,837
+404
2740
$169K ﹤0.01%
4,573
+713
2741
$168K ﹤0.01%
12,692
-14,033
2742
$167K ﹤0.01%
13,014
-4,247
2743
$167K ﹤0.01%
16,247
+16,230
2744
$166K ﹤0.01%
3,736
-32
2745
$166K ﹤0.01%
3,034
-2,160
2746
$166K ﹤0.01%
3,600
-10,400
2747
$166K ﹤0.01%
2,200
-5,000
2748
$165K ﹤0.01%
349
-333
2749
$165K ﹤0.01%
7,974
-18,948
2750
$164K ﹤0.01%
19,078
-4,546