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
2101
$602K ﹤0.01%
13,574
-827
2102
$602K ﹤0.01%
93,963
+58,220
2103
$601K ﹤0.01%
5,269
-5,750
2104
$600K ﹤0.01%
14,118
+2,171
2105
$597K ﹤0.01%
36,771
+830
2106
$596K ﹤0.01%
14,179
-3,551
2107
$596K ﹤0.01%
342,789
-262,609
2108
$595K ﹤0.01%
63,446
+57,560
2109
$594K ﹤0.01%
10,289
+2,361
2110
$593K ﹤0.01%
6,175
-2,819
2111
$589K ﹤0.01%
30,546
-20,498
2112
$587K ﹤0.01%
16,762
-2,931
2113
$587K ﹤0.01%
38,178
-9,516
2114
$586K ﹤0.01%
13,682
-14,369
2115
$585K ﹤0.01%
14,524
+2,030
2116
$583K ﹤0.01%
4,536
-2,922
2117
$578K ﹤0.01%
8,934
+4,665
2118
$577K ﹤0.01%
34,508
-22,755
2119
$577K ﹤0.01%
8,057
-25,159
2120
$577K ﹤0.01%
13,276
-22,570
2121
$576K ﹤0.01%
21,000
2122
$576K ﹤0.01%
29,546
+9,616
2123
$576K ﹤0.01%
36,329
+6,057
2124
$573K ﹤0.01%
31,003
+1,613
2125
$572K ﹤0.01%
22,474
-417,470