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
3451
$24K ﹤0.01%
2,364
-3,543
3452
$24K ﹤0.01%
+585
3453
$24K ﹤0.01%
5,637
-7,637
3454
$24K ﹤0.01%
+3,696
3455
$24K ﹤0.01%
2,439
-20,692
3456
$24K ﹤0.01%
716
-1,126
3457
$24K ﹤0.01%
10,486
-27,116
3458
$24K ﹤0.01%
604
-1,125
3459
$23K ﹤0.01%
495
-917
3460
$23K ﹤0.01%
3,709
-6,760
3461
$23K ﹤0.01%
937
-1,278
3462
$23K ﹤0.01%
1,195
3463
$23K ﹤0.01%
1,047
-10,887
3464
$23K ﹤0.01%
735
+454
3465
$23K ﹤0.01%
1,126
-933
3466
$23K ﹤0.01%
1,710
-124
3467
$23K ﹤0.01%
1,099
-4,986
3468
$23K ﹤0.01%
406
-767
3469
$23K ﹤0.01%
2,866
-5,310
3470
$23K ﹤0.01%
503
-926
3471
$23K ﹤0.01%
2,175
-25
3472
$23K ﹤0.01%
3,809
-5,848
3473
$23K ﹤0.01%
373
+321
3474
0
3475
$23K ﹤0.01%
769
-1,050