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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
3026
$85K ﹤0.01%
864
+536
3027
$85K ﹤0.01%
6,520
-12,082
3028
$85K ﹤0.01%
5,245
-9,066
3029
$84K ﹤0.01%
+4,873
3030
$84K ﹤0.01%
6,765
-5,026
3031
$84K ﹤0.01%
10,300
+1,647
3032
$84K ﹤0.01%
13,054
+1,441
3033
$83K ﹤0.01%
3,572
-23,284
3034
$83K ﹤0.01%
11,100
-11,200
3035
$82K ﹤0.01%
4,785
-7,285
3036
$82K ﹤0.01%
7,830
-2,762
3037
$82K ﹤0.01%
10,933
-100,004
3038
$82K ﹤0.01%
1,696
-14,216
3039
$82K ﹤0.01%
1,633
-3,671
3040
$81K ﹤0.01%
13,369
-2,090
3041
$81K ﹤0.01%
3,360
3042
$81K ﹤0.01%
4,573
+4,235
3043
$81K ﹤0.01%
8,889
+3,275
3044
$81K ﹤0.01%
10,635
-82,093
3045
$80K ﹤0.01%
3,828
+559
3046
$80K ﹤0.01%
1,366
-2,400
3047
$80K ﹤0.01%
2,002
+100
3048
$80K ﹤0.01%
+11,574
3049
$80K ﹤0.01%
30,572
-19,403
3050
$80K ﹤0.01%
6,899
-5,945