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
$30.7B
AUM Growth
+$296M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,356
New
Increased
Reduced
Closed

Top Buys

1 +$490M
2 +$303M
3 +$164M
4
LNKD
LinkedIn Corporation
LNKD
+$159M
5
CSCO icon
Cisco
CSCO
+$155M

Top Sells

1 +$593M
2 +$274M
3 +$235M
4
EMC
EMC CORPORATION
EMC
+$225M
5
MSFT icon
Microsoft
MSFT
+$211M

Sector Composition

1 Technology 13.34%
2 Healthcare 11.3%
3 Financials 9.88%
4 Consumer Discretionary 8.72%
5 Communication Services 7.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2626
$49K ﹤0.01%
+2,713
2627
$49K ﹤0.01%
+324
2628
$49K ﹤0.01%
1,038
-6,292
2629
$49K ﹤0.01%
+8,962
2630
$48K ﹤0.01%
1,218
+1,167
2631
$48K ﹤0.01%
341
+330
2632
$48K ﹤0.01%
2,815
-2,939
2633
$48K ﹤0.01%
+1,261
2634
$48K ﹤0.01%
1,683
+1,592
2635
$48K ﹤0.01%
1,220
2636
$48K ﹤0.01%
1,315
-1,663
2637
$48K ﹤0.01%
+25
2638
$47K ﹤0.01%
2,061
+1,172
2639
$47K ﹤0.01%
1,370
-61
2640
$47K ﹤0.01%
1,079
+929
2641
$47K ﹤0.01%
1,953
-1,624
2642
$47K ﹤0.01%
765
2643
$47K ﹤0.01%
397
+387
2644
$47K ﹤0.01%
886
+431
2645
$46K ﹤0.01%
1,406
-1,031
2646
$46K ﹤0.01%
+2,520
2647
$46K ﹤0.01%
3,660
+3,481
2648
$46K ﹤0.01%
2,200
-1,352
2649
$46K ﹤0.01%
861
-5,339
2650
$46K ﹤0.01%
10
+2