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
1626
$1.31M ﹤0.01%
12,438
-28,988
1627
$1.3M ﹤0.01%
27,512
-12,879
1628
$1.3M ﹤0.01%
170,350
+87,876
1629
$1.3M ﹤0.01%
18,441
+2,229
1630
$1.3M ﹤0.01%
9,316
-12,033
1631
$1.3M ﹤0.01%
20,248
+3,051
1632
$1.3M ﹤0.01%
25,317
+1,127
1633
$1.28M ﹤0.01%
32,033
-8,266
1634
$1.28M ﹤0.01%
17,878
-2,637
1635
$1.28M ﹤0.01%
48,428
+32,067
1636
$1.28M ﹤0.01%
22,123
-87,947
1637
$1.28M ﹤0.01%
59,862
-100,376
1638
$1.28M ﹤0.01%
61,348
+32,593
1639
$1.28M ﹤0.01%
20,295
-9,002
1640
$1.28M ﹤0.01%
67,090
-149,350
1641
$1.28M ﹤0.01%
26,945
+10,014
1642
$1.27M ﹤0.01%
57,774
+10,674
1643
$1.27M ﹤0.01%
20,003
+7,946
1644
$1.27M ﹤0.01%
16,163
+3,113
1645
$1.26M ﹤0.01%
25,651
-14,549
1646
$1.26M ﹤0.01%
6,187
+5,060
1647
$1.26M ﹤0.01%
28,394
-35,979
1648
$1.26M ﹤0.01%
70,329
-237,330
1649
$1.26M ﹤0.01%
16,439
+382
1650
$1.26M ﹤0.01%
19,546
+10,110