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
2251
$469K ﹤0.01%
13,896
-3,002
2252
$469K ﹤0.01%
7,354
+1,665
2253
$468K ﹤0.01%
57,973
-29,278
2254
$468K ﹤0.01%
18,512
-4,553
2255
$468K ﹤0.01%
29,634
+1,769
2256
$467K ﹤0.01%
11,456
+4,997
2257
$466K ﹤0.01%
27,865
+1,420
2258
$466K ﹤0.01%
4,675
2259
$465K ﹤0.01%
45,001
-123,122
2260
$464K ﹤0.01%
11,933
-7,099
2261
$463K ﹤0.01%
8,691
+6,704
2262
$462K ﹤0.01%
19,638
-519
2263
$460K ﹤0.01%
3,482
+2,120
2264
$460K ﹤0.01%
28,886
-1,606
2265
$459K ﹤0.01%
1,803
-1,063
2266
$459K ﹤0.01%
+8,800
2267
$457K ﹤0.01%
1,979
+1,055
2268
$457K ﹤0.01%
5,512
-10,559
2269
$454K ﹤0.01%
5,186
+4,795
2270
$454K ﹤0.01%
16,584
+7,140
2271
$454K ﹤0.01%
37,903
-32,636
2272
$453K ﹤0.01%
68,720
+26,921
2273
$453K ﹤0.01%
41,773
+11,438
2274
$452K ﹤0.01%
11,578
-23,687
2275
$452K ﹤0.01%
11,446
-35,505