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