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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
3051
$79K ﹤0.01%
499
+31
3052
$79K ﹤0.01%
1,334
-3,599
3053
$79K ﹤0.01%
4,900
-2,226
3054
$79K ﹤0.01%
1,429
-1,572
3055
$79K ﹤0.01%
5,539
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3056
$78K ﹤0.01%
1,485
-1,854
3057
$78K ﹤0.01%
1,032
-12,492
3058
$78K ﹤0.01%
10,352
-2,444
3059
$78K ﹤0.01%
7,096
-8,920
3060
$77K ﹤0.01%
2,398
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3061
$77K ﹤0.01%
5,108
-9,796
3062
$77K ﹤0.01%
71,800
-53,100
3063
$77K ﹤0.01%
5,656
-8,055
3064
$76K ﹤0.01%
2,884
-6,045
3065
$76K ﹤0.01%
650
3066
$76K ﹤0.01%
1,362
-24,002
3067
$76K ﹤0.01%
1,311
-2,109
3068
$76K ﹤0.01%
1,666
-4,865
3069
$76K ﹤0.01%
4,743
-132
3070
$76K ﹤0.01%
5,429
-15,678
3071
$75K ﹤0.01%
4,770
-20,677
3072
$75K ﹤0.01%
32,925
+4,083
3073
$75K ﹤0.01%
3,087
-19,628
3074
$75K ﹤0.01%
15,092
+3,740
3075
$75K ﹤0.01%
20,265
+12,454