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
2326
$400K ﹤0.01%
8,280
+797
2327
$399K ﹤0.01%
6,986
-31,348
2328
$398K ﹤0.01%
8,967
+2,344
2329
$398K ﹤0.01%
22,239
+14,809
2330
$398K ﹤0.01%
7,457
-24,376
2331
$398K ﹤0.01%
10,737
+2,692
2332
$396K ﹤0.01%
11,403
+7,372
2333
$395K ﹤0.01%
60,191
-118,001
2334
$395K ﹤0.01%
110,943
+24,343
2335
$394K ﹤0.01%
2,170
-830
2336
$394K ﹤0.01%
28,910
-35,118
2337
$394K ﹤0.01%
24,457
2338
$393K ﹤0.01%
5,489
-10,919
2339
$392K ﹤0.01%
16,023
-12,138
2340
$392K ﹤0.01%
15,328
+3,848
2341
$391K ﹤0.01%
16,899
-1,794
2342
$390K ﹤0.01%
9,158
-22,198
2343
$388K ﹤0.01%
16,426
-2,611
2344
$387K ﹤0.01%
3,125
+893
2345
$387K ﹤0.01%
50,488
-23,295
2346
$386K ﹤0.01%
4,581
-2,500
2347
$386K ﹤0.01%
12,179
+6,954
2348
$385K ﹤0.01%
8,373
+2,314
2349
$384K ﹤0.01%
6,060
2350
$383K ﹤0.01%
5,108
+4,804