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
2851
$135K ﹤0.01%
10,190
-20,304
2852
$135K ﹤0.01%
5,002
-4,930
2853
$135K ﹤0.01%
3,384
+2,724
2854
$134K ﹤0.01%
10,133
+1,504
2855
$134K ﹤0.01%
119,874
+103,481
2856
$134K ﹤0.01%
11,430
-44,468
2857
$134K ﹤0.01%
10,563
-3
2858
$134K ﹤0.01%
3,016
-1,798
2859
$133K ﹤0.01%
2,178
-3,611
2860
$133K ﹤0.01%
5,000
2861
$133K ﹤0.01%
2,332
-1,369
2862
$131K ﹤0.01%
6,974
+1,110
2863
$131K ﹤0.01%
28,700
2864
$129K ﹤0.01%
187
+74
2865
$129K ﹤0.01%
3,700
+404
2866
$129K ﹤0.01%
7,616
-647
2867
$128K ﹤0.01%
+6,164
2868
$128K ﹤0.01%
6,075
-300
2869
$128K ﹤0.01%
10,971
+5,915
2870
$128K ﹤0.01%
37,134
-768
2871
$127K ﹤0.01%
2,412
-5,958
2872
$127K ﹤0.01%
1,213
-75
2873
$126K ﹤0.01%
7,260
2874
$126K ﹤0.01%
9,583
-13,721
2875
$126K ﹤0.01%
6,601
-18,147