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
2301
$114K ﹤0.01%
3,513
+2,178
2302
$113K ﹤0.01%
3,109
+3,068
2303
$113K ﹤0.01%
+4,484
2304
$113K ﹤0.01%
5,000
2305
$112K ﹤0.01%
2,414
+109
2306
$112K ﹤0.01%
1,487
-3,110
2307
$111K ﹤0.01%
432
-6,573
2308
$111K ﹤0.01%
5,400
2309
$111K ﹤0.01%
359
+56
2310
$110K ﹤0.01%
23,035
+22,396
2311
$110K ﹤0.01%
7,795
+5,117
2312
$110K ﹤0.01%
1,880
-1,271
2313
$110K ﹤0.01%
5,846
-1,348
2314
$109K ﹤0.01%
4,745
-4,769
2315
$109K ﹤0.01%
5,449
+5,143
2316
$109K ﹤0.01%
1,559
+228
2317
$109K ﹤0.01%
982
-4,985
2318
$109K ﹤0.01%
742
-2,318
2319
$108K ﹤0.01%
10,740
+10,379
2320
$108K ﹤0.01%
+4,156
2321
$108K ﹤0.01%
3,671
+3,632
2322
$107K ﹤0.01%
1,261
+828
2323
$107K ﹤0.01%
2,709
+2,642
2324
$107K ﹤0.01%
12,334
+4,847
2325
$106K ﹤0.01%
35,000