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
1376
$975K ﹤0.01%
55,373
-10,206
1377
$974K ﹤0.01%
118,831
-293
1378
$970K ﹤0.01%
39,406
+31,906
1379
$970K ﹤0.01%
131,969
+37,769
1380
$968K ﹤0.01%
72,809
+3,849
1381
$966K ﹤0.01%
84,595
-17,338
1382
$966K ﹤0.01%
42,190
-40,434
1383
$966K ﹤0.01%
7,819
-3,110
1384
$964K ﹤0.01%
7,319
+407
1385
$963K ﹤0.01%
32,600
-17,243
1386
$961K ﹤0.01%
18,403
+17,513
1387
$956K ﹤0.01%
7,468
-1,482
1388
$954K ﹤0.01%
15,368
+10,895
1389
$952K ﹤0.01%
15,518
-191,792
1390
$949K ﹤0.01%
+8,982
1391
$946K ﹤0.01%
155,469
+42,461
1392
$943K ﹤0.01%
8,616
+1,016
1393
$942K ﹤0.01%
10,064
+776
1394
$941K ﹤0.01%
94,360
+59,535
1395
$938K ﹤0.01%
38,991
-9,530
1396
$937K ﹤0.01%
5,967
-5,663
1397
$936K ﹤0.01%
28,320
+2,842
1398
$934K ﹤0.01%
10,844
-20,554
1399
$933K ﹤0.01%
16,795
-7,241
1400
$931K ﹤0.01%
514,464
+382,250