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
1726
$428K ﹤0.01%
19,621
-5,176
1727
$428K ﹤0.01%
6,836
+2,262
1728
$427K ﹤0.01%
47,740
+46,624
1729
$426K ﹤0.01%
22,422
-5,920
1730
$424K ﹤0.01%
1,068
-128
1731
$424K ﹤0.01%
9,641
-5,917
1732
$423K ﹤0.01%
27,184
+3,966
1733
$423K ﹤0.01%
23,234
+17,746
1734
$419K ﹤0.01%
62
1735
$419K ﹤0.01%
116,232
+115,974
1736
$417K ﹤0.01%
17,317
-1,556
1737
$416K ﹤0.01%
19,903
-3,160
1738
$415K ﹤0.01%
14,360
-1,756
1739
$414K ﹤0.01%
2,820
+1,078
1740
$414K ﹤0.01%
22,744
+22,665
1741
$414K ﹤0.01%
8,384
1742
$413K ﹤0.01%
+6,378
1743
$413K ﹤0.01%
7,934
-59,148
1744
$412K ﹤0.01%
12,828
-1,287
1745
$412K ﹤0.01%
17,474
-10,797
1746
$411K ﹤0.01%
4,301
-983
1747
$410K ﹤0.01%
26,623
-7,029
1748
$408K ﹤0.01%
15,200
-8,919
1749
$407K ﹤0.01%
6,067
+1,136
1750
$406K ﹤0.01%
28,290
+28,227