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
2801
$150K ﹤0.01%
5,546
-18,779
2802
$150K ﹤0.01%
4,013
-2,112
2803
$150K ﹤0.01%
15,400
-1,094
2804
$150K ﹤0.01%
3,515
-3,987
2805
$150K ﹤0.01%
4,574
-5,065
2806
$150K ﹤0.01%
6,310
-4,447
2807
$149K ﹤0.01%
4,408
-57,942
2808
$149K ﹤0.01%
2,399
-5,223
2809
$149K ﹤0.01%
2,092
+2,035
2810
$149K ﹤0.01%
57,030
+48,850
2811
$148K ﹤0.01%
14,805
-16,340
2812
$147K ﹤0.01%
+6,020
2813
$147K ﹤0.01%
11,497
-9,327
2814
$147K ﹤0.01%
34,728
+9,697
2815
$147K ﹤0.01%
62,580
+21,173
2816
$146K ﹤0.01%
51,529
-10,769
2817
$146K ﹤0.01%
11,167
-17,692
2818
$146K ﹤0.01%
14,099
-190,851
2819
$146K ﹤0.01%
43,769
2820
$145K ﹤0.01%
13,328
+11,433
2821
$145K ﹤0.01%
25,546
+19,723
2822
$144K ﹤0.01%
3,614
+1,972
2823
$144K ﹤0.01%
9,649
+2,981
2824
$143K ﹤0.01%
4,157
-13,564
2825
$143K ﹤0.01%
2,862