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
2201
$511K ﹤0.01%
23,234
+12,347
2202
$511K ﹤0.01%
8,023
-117
2203
$511K ﹤0.01%
10,490
-7,107
2204
$509K ﹤0.01%
24,140
-82,544
2205
$509K ﹤0.01%
14,187
-25,552
2206
$509K ﹤0.01%
12,358
-131,229
2207
$507K ﹤0.01%
28,620
+21,376
2208
$507K ﹤0.01%
19,221
-10,823
2209
$506K ﹤0.01%
108,079
-179,737
2210
$505K ﹤0.01%
24,683
+3,874
2211
$505K ﹤0.01%
40,496
+33,633
2212
$504K ﹤0.01%
22,281
+12,465
2213
$503K ﹤0.01%
21,954
-3,532
2214
$502K ﹤0.01%
8,697
+1,039
2215
$502K ﹤0.01%
25,702
+11,598
2216
$502K ﹤0.01%
19,645
-4,862
2217
$500K ﹤0.01%
27,227
+8,702
2218
$499K ﹤0.01%
2,143
-1,957
2219
$497K ﹤0.01%
32,416
-159,852
2220
$496K ﹤0.01%
1,629
-122
2221
$495K ﹤0.01%
12,319
-2,152
2222
$493K ﹤0.01%
3,100
2223
$490K ﹤0.01%
12,790
-3,411
2224
$489K ﹤0.01%
13,780
-42
2225
$489K ﹤0.01%
20,804
-1,944