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
1626
$543K ﹤0.01%
4,916
-55,813
1627
$543K ﹤0.01%
25,200
+25,124
1628
$543K ﹤0.01%
21,933
1629
$542K ﹤0.01%
6,522
1630
$540K ﹤0.01%
56,017
+8,433
1631
$538K ﹤0.01%
65,424
+62,370
1632
$538K ﹤0.01%
17,968
-45,011
1633
$535K ﹤0.01%
36,345
-2,030
1634
$535K ﹤0.01%
13,176
-7,561
1635
$533K ﹤0.01%
94,268
+22,960
1636
$532K ﹤0.01%
84,165
-12,693
1637
$531K ﹤0.01%
5,244
1638
$530K ﹤0.01%
2,112
-1,848
1639
$528K ﹤0.01%
+8,600
1640
$526K ﹤0.01%
25,028
-6,612
1641
$522K ﹤0.01%
8,094
-576
1642
0
1643
$520K ﹤0.01%
23,961
-9,902
1644
$517K ﹤0.01%
12,529
-3,305
1645
$517K ﹤0.01%
29,138
+938
1646
$517K ﹤0.01%
19,068
-48,040
1647
$516K ﹤0.01%
6,576
-2,106
1648
$514K ﹤0.01%
15,890
-64,480
1649
$514K ﹤0.01%
19,677
+19,578
1650
$514K ﹤0.01%
18,669
+14,340