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Barclays

Barclays Portfolio holdings

AUM $280B
1-Year Est. Return 34.19%
 

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
+34.19%
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
2776
$157K ﹤0.01%
915
-1,121
2777
$157K ﹤0.01%
5,051
2778
$156K ﹤0.01%
9,850
-62,634
2779
$156K ﹤0.01%
2,978
+2,163
2780
$155K ﹤0.01%
4,826
-8,440
2781
$155K ﹤0.01%
31,192
-18,625
2782
$154K ﹤0.01%
5,813
-6,463
2783
$154K ﹤0.01%
4
-1
2784
$154K ﹤0.01%
18,183
-2,028
2785
$154K ﹤0.01%
9,652
-2,093
2786
$154K ﹤0.01%
38,800
-22,761
2787
$153K ﹤0.01%
2,065
+2,029
2788
$153K ﹤0.01%
8,467
-25,615
2789
$153K ﹤0.01%
6,241
+2,062
2790
$153K ﹤0.01%
5,846
-7,593
2791
$153K ﹤0.01%
1,699
-4,202
2792
$153K ﹤0.01%
13,075
+6,087
2793
$152K ﹤0.01%
9,359
-3,719
2794
$152K ﹤0.01%
5,264
-6,099
2795
$152K ﹤0.01%
15,065
-44,621
2796
$152K ﹤0.01%
31,426
+26,101
2797
$152K ﹤0.01%
9,349
+1,137
2798
$152K ﹤0.01%
6,750
-1,903
2799
$151K ﹤0.01%
3,357
-5,409
2800
$151K ﹤0.01%
64,858
-67,571