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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
3001
$92K ﹤0.01%
23,785
+20,385
3002
$91K ﹤0.01%
1,612
+1,158
3003
$91K ﹤0.01%
7,951
-16,472
3004
$91K ﹤0.01%
2,212
-1,897
3005
$91K ﹤0.01%
2,326
-2,314
3006
$91K ﹤0.01%
1,569
-143
3007
$90K ﹤0.01%
645
3008
$90K ﹤0.01%
6,923
-51,416
3009
$90K ﹤0.01%
11,135
+9,713
3010
$89K ﹤0.01%
6,897
-399
3011
$89K ﹤0.01%
11,784
+8,994
3012
$89K ﹤0.01%
3,643
-3,307
3013
$89K ﹤0.01%
4,110
+2,781
3014
$89K ﹤0.01%
2,472
-25,539
3015
$88K ﹤0.01%
10,518
+10,318
3016
$87K ﹤0.01%
941
-127
3017
$87K ﹤0.01%
1,108
-2,979
3018
$87K ﹤0.01%
16,600
3019
$86K ﹤0.01%
2,579
-482
3020
$86K ﹤0.01%
214
-46
3021
$86K ﹤0.01%
1,787
-9,429
3022
$86K ﹤0.01%
1,619
-8,052
3023
$86K ﹤0.01%
11,352
-26,623
3024
$86K ﹤0.01%
2,919
-708
3025
$85K ﹤0.01%
7,442
-11,363