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
1976
$233K ﹤0.01%
7,253
+123
1977
$232K ﹤0.01%
4,880
-2,681
1978
$232K ﹤0.01%
5,202
-10,834
1979
$232K ﹤0.01%
11,007
-68,845
1980
$232K ﹤0.01%
2,146
1981
$229K ﹤0.01%
15,792
-4,580
1982
$229K ﹤0.01%
16,410
+6,949
1983
$229K ﹤0.01%
10,256
+10,159
1984
$229K ﹤0.01%
14,736
-114,752
1985
$229K ﹤0.01%
6,285
-38,995
1986
$228K ﹤0.01%
8,728
+3,929
1987
$228K ﹤0.01%
5,364
+864
1988
$228K ﹤0.01%
39
-77
1989
$227K ﹤0.01%
7,475
+4,316
1990
$227K ﹤0.01%
5,924
-4,500
1991
$227K ﹤0.01%
17,989
+6,051
1992
$227K ﹤0.01%
17,137
-199,001
1993
$227K ﹤0.01%
16,860
+6,448
1994
$227K ﹤0.01%
22,276
+22,132
1995
$226K ﹤0.01%
6,229
+4,674
1996
$225K ﹤0.01%
9,231
+6,408
1997
$225K ﹤0.01%
7,959
-54,247
1998
$225K ﹤0.01%
7,903
+6,736
1999
$225K ﹤0.01%
10,509
+10,485
2000
$225K ﹤0.01%
25,527
+23,255