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
2151
$552K ﹤0.01%
12,762
+73
2152
$552K ﹤0.01%
9,789
+1,847
2153
$551K ﹤0.01%
3,083
+2,393
2154
$550K ﹤0.01%
24,000
2155
$550K ﹤0.01%
18,614
-605
2156
$550K ﹤0.01%
30,773
-33,119
2157
$549K ﹤0.01%
41,203
+2,029
2158
$546K ﹤0.01%
29,348
-1,355
2159
$544K ﹤0.01%
34,475
-1,477
2160
$542K ﹤0.01%
17,179
+3,623
2161
$541K ﹤0.01%
49,935
-222,134
2162
$540K ﹤0.01%
10,946
-2,497
2163
$540K ﹤0.01%
18,631
-50,365
2164
$539K ﹤0.01%
10,283
+7,349
2165
$539K ﹤0.01%
32,539
-11,150
2166
$538K ﹤0.01%
15,012
-24,675
2167
$538K ﹤0.01%
110,714
+64,409
2168
$538K ﹤0.01%
33,818
+22,514
2169
$537K ﹤0.01%
6,522
2170
$537K ﹤0.01%
17,878
-9,628
2171
$537K ﹤0.01%
9,055
-1,723
2172
$536K ﹤0.01%
2,421
+1,203
2173
$535K ﹤0.01%
11,833
-43,353
2174
$535K ﹤0.01%
3,303
+3,042
2175
$534K ﹤0.01%
34,169
+2,884