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
1801
$1.02M ﹤0.01%
19,175
-2,727
1802
$1.02M ﹤0.01%
1,219
+85
1803
$1.02M ﹤0.01%
72,377
+31,108
1804
$1.02M ﹤0.01%
25,383
+15,331
1805
$1.01M ﹤0.01%
26,379
-12,900
1806
$1.01M ﹤0.01%
173,761
+39,389
1807
$1.01M ﹤0.01%
15,980
+4,771
1808
$1.01M ﹤0.01%
13,269
-462
1809
$1.01M ﹤0.01%
7,896
-182
1810
$1.01M ﹤0.01%
65,291
+41,630
1811
$1.01M ﹤0.01%
17,677
+5,216
1812
$1.01M ﹤0.01%
56,506
+14,282
1813
$1.01M ﹤0.01%
35,270
-9,039
1814
$1M ﹤0.01%
82,559
+80,024
1815
$1M ﹤0.01%
9,603
-8,628
1816
$998K ﹤0.01%
1,462
+1,143
1817
$998K ﹤0.01%
17,926
-12,512
1818
$995K ﹤0.01%
10,264
+5,945
1819
$994K ﹤0.01%
35,178
+4,995
1820
$987K ﹤0.01%
+117,536
1821
$987K ﹤0.01%
63,431
-138,404
1822
$987K ﹤0.01%
40,880
-12,452
1823
$986K ﹤0.01%
36,253
-47,924
1824
$986K ﹤0.01%
221,564
+3,107
1825
$985K ﹤0.01%
34,267
-11,481