Barclays

Barclays Portfolio holdings

AUM $249B
1-Year Est. Return 25.39%
 

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
+25.39%
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
2426
$328K ﹤0.01%
+13,500
2427
$327K ﹤0.01%
4,969
-11,474
2428
$327K ﹤0.01%
25,222
-834
2429
$326K ﹤0.01%
15,682
-5,309
2430
$325K ﹤0.01%
+4,358
2431
$325K ﹤0.01%
8,759
-7,667
2432
$325K ﹤0.01%
1,918
+1,430
2433
$325K ﹤0.01%
4,883
-377
2434
$323K ﹤0.01%
3,876
-7,467
2435
$321K ﹤0.01%
10,044
+9
2436
$320K ﹤0.01%
8,239
-22,159
2437
$318K ﹤0.01%
55,725
+51,264
2438
$318K ﹤0.01%
6,016
+1,154
2439
$317K ﹤0.01%
22,617
+12,245
2440
$316K ﹤0.01%
8,727
+8,527
2441
$315K ﹤0.01%
9,064
-23,710
2442
$315K ﹤0.01%
3,339
-23,694
2443
$314K ﹤0.01%
20,746
+15,188
2444
$314K ﹤0.01%
129,870
+71,225
2445
$313K ﹤0.01%
15,240
+6,882
2446
$312K ﹤0.01%
137,098
+123,635
2447
$312K ﹤0.01%
1,228
-212
2448
$312K ﹤0.01%
7,443
-10,332
2449
$312K ﹤0.01%
13,902
-27,606
2450
$311K ﹤0.01%
22,877
-15,892