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
2376
$363K ﹤0.01%
15,818
+1,884
2377
$362K ﹤0.01%
22,975
-2,382
2378
$361K ﹤0.01%
13,922
2379
$359K ﹤0.01%
4,060
2380
$359K ﹤0.01%
20,999
+20,589
2381
$358K ﹤0.01%
31,774
-4,341
2382
$357K ﹤0.01%
13,240
-8,198
2383
$355K ﹤0.01%
10,534
+1,368
2384
$354K ﹤0.01%
18,118
-161
2385
$354K ﹤0.01%
16,929
-30,138
2386
$353K ﹤0.01%
45,332
-2,402
2387
$353K ﹤0.01%
19,599
+906
2388
$353K ﹤0.01%
5,096
-41,721
2389
$352K ﹤0.01%
10,303
+2,019
2390
$352K ﹤0.01%
10,109
-8,896
2391
$352K ﹤0.01%
7,482
-125,882
2392
$350K ﹤0.01%
2,060
-5
2393
$349K ﹤0.01%
8,681
-6,669
2394
$347K ﹤0.01%
6,381
+2
2395
$345K ﹤0.01%
13,564
-7,215
2396
$344K ﹤0.01%
28,293
-37,642
2397
$344K ﹤0.01%
82,707
+63,997
2398
$344K ﹤0.01%
10,291
+1,403
2399
$344K ﹤0.01%
6,527
-141
2400
$343K ﹤0.01%
16,439
-13,410