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
1851
$323K ﹤0.01%
71,589
-8,485
1852
$322K ﹤0.01%
49,459
+47,359
1853
$321K ﹤0.01%
13,991
-3,579
1854
$319K ﹤0.01%
6,930
-20,088
1855
$319K ﹤0.01%
24,524
+19,090
1856
$317K ﹤0.01%
6,314
+2,596
1857
$317K ﹤0.01%
10,645
-11,106
1858
$316K ﹤0.01%
16,072
-24,824
1859
$315K ﹤0.01%
4,933
1860
$313K ﹤0.01%
19,819
-495
1861
$311K ﹤0.01%
59,802
+2,602
1862
$311K ﹤0.01%
30,179
+28,083
1863
$309K ﹤0.01%
10,887
+1,704
1864
$308K ﹤0.01%
14,134
+10,327
1865
$307K ﹤0.01%
37,629
-23,034
1866
$306K ﹤0.01%
18,149
-214
1867
$306K ﹤0.01%
10,141
+4,835
1868
$302K ﹤0.01%
10,442
+844
1869
$301K ﹤0.01%
5,230
+125
1870
$301K ﹤0.01%
7,373
-10,497
1871
$300K ﹤0.01%
6,701
+6,644
1872
$299K ﹤0.01%
20,773
+4,899
1873
$299K ﹤0.01%
4,335
+405
1874
$295K ﹤0.01%
20,826
+16,001
1875
$294K ﹤0.01%
8,465
+1,327