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
2076
$627K ﹤0.01%
17,600
-5,440
2077
$627K ﹤0.01%
10,084
-3,155
2078
$625K ﹤0.01%
21,215
-16,794
2079
$625K ﹤0.01%
24,410
+5,414
2080
$625K ﹤0.01%
7,701
-3,980
2081
$625K ﹤0.01%
9,861
+3,012
2082
$624K ﹤0.01%
4,868
+3,852
2083
$623K ﹤0.01%
9,224
+840
2084
$622K ﹤0.01%
10,060
-23,658
2085
$621K ﹤0.01%
10,314
-2,934
2086
$620K ﹤0.01%
26,578
+3,431
2087
$620K ﹤0.01%
25,953
-21,575
2088
$619K ﹤0.01%
22,489
+2,133
2089
$619K ﹤0.01%
264,688
-772,244
2090
$618K ﹤0.01%
10,828
+4,308
2091
$616K ﹤0.01%
10,424
-3,667
2092
$616K ﹤0.01%
11,741
-1,280
2093
$611K ﹤0.01%
16,291
+5,822
2094
$610K ﹤0.01%
26,006
-8,137
2095
$606K ﹤0.01%
+17,572
2096
$606K ﹤0.01%
13,309
-105,223
2097
$606K ﹤0.01%
105,433
+64,029
2098
$604K ﹤0.01%
23,292
-34,461
2099
$602K ﹤0.01%
38,316
+9,695
2100
$602K ﹤0.01%
15,317
+6,168