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
2301
$428K ﹤0.01%
58,481
-89,112
2302
$427K ﹤0.01%
24,317
+6,793
2303
$426K ﹤0.01%
8,987
+1,809
2304
$426K ﹤0.01%
13,143
-7,206
2305
$425K ﹤0.01%
18,080
-7,345
2306
$424K ﹤0.01%
12,161
+2,747
2307
$424K ﹤0.01%
23,340
+1,048
2308
$422K ﹤0.01%
7,739
-3,006
2309
$422K ﹤0.01%
5,614
+549
2310
$421K ﹤0.01%
30,800
-7,069
2311
$421K ﹤0.01%
25,997
-644
2312
$419K ﹤0.01%
7,043
+1
2313
$418K ﹤0.01%
7,297
+5,356
2314
$417K ﹤0.01%
20,575
+20,000
2315
$417K ﹤0.01%
35,111
-840
2316
$416K ﹤0.01%
25,264
-12,750
2317
$412K ﹤0.01%
13,170
-5,914
2318
$411K ﹤0.01%
17,989
+1,957
2319
$407K ﹤0.01%
31,092
+26,622
2320
$406K ﹤0.01%
13,222
-6,807
2321
$404K ﹤0.01%
16,511
-44,402
2322
$403K ﹤0.01%
15,677
-9,101
2323
$403K ﹤0.01%
28,650
+24,571
2324
$402K ﹤0.01%
40,061
-58,941
2325
$401K ﹤0.01%
9,102
+910