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
1951
$244K ﹤0.01%
5,860
+5,108
1952
$243K ﹤0.01%
3,773
-380
1953
$242K ﹤0.01%
15,026
-5,104
1954
$242K ﹤0.01%
20,801
-59,099
1955
$241K ﹤0.01%
9,081
+9,070
1956
$241K ﹤0.01%
12,222
-9,260
1957
$241K ﹤0.01%
6,070
-8,746
1958
$240K ﹤0.01%
9,130
-138,617
1959
$240K ﹤0.01%
13,625
+309
1960
$240K ﹤0.01%
4,704
1961
$239K ﹤0.01%
2,953
-117,936
1962
$239K ﹤0.01%
14,631
+2,763
1963
$239K ﹤0.01%
3,214
-18,438
1964
$239K ﹤0.01%
18,764
+17,325
1965
$237K ﹤0.01%
12,594
+11,932
1966
$237K ﹤0.01%
1,684
+313
1967
$237K ﹤0.01%
17,027
+13,101
1968
$237K ﹤0.01%
4,590
-25,828
1969
$236K ﹤0.01%
12,898
+12,840
1970
$236K ﹤0.01%
+40,800
1971
$236K ﹤0.01%
13,961
+9,673
1972
$236K ﹤0.01%
9,507
+747
1973
$236K ﹤0.01%
7,890
+7,860
1974
$235K ﹤0.01%
+4,600
1975
$235K ﹤0.01%
17,854
-32,696