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
3001
$92K ﹤0.01%
3,713
+597
3002
$91K ﹤0.01%
1,569
-143
3003
$91K ﹤0.01%
2,212
-1,897
3004
$91K ﹤0.01%
7,951
-16,472
3005
$91K ﹤0.01%
1,612
+1,158
3006
$91K ﹤0.01%
2,326
-2,314
3007
$90K ﹤0.01%
11,135
+9,713
3008
$90K ﹤0.01%
6,923
-51,416
3009
$90K ﹤0.01%
645
3010
$89K ﹤0.01%
2,472
-25,539
3011
$89K ﹤0.01%
4,110
+2,781
3012
$89K ﹤0.01%
3,643
-3,307
3013
$89K ﹤0.01%
11,784
+8,994
3014
$89K ﹤0.01%
6,897
-399
3015
$88K ﹤0.01%
10,518
+10,318
3016
$87K ﹤0.01%
16,600
3017
$87K ﹤0.01%
1,108
-2,979
3018
$87K ﹤0.01%
941
-127
3019
$86K ﹤0.01%
2,919
-708
3020
$86K ﹤0.01%
11,352
-26,623
3021
$86K ﹤0.01%
1,619
-8,052
3022
$86K ﹤0.01%
1,787
-9,429
3023
$86K ﹤0.01%
214
-46
3024
$86K ﹤0.01%
2,579
-482
3025
$85K ﹤0.01%
5,245
-9,066