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
$53B
AUM Growth
+$2.68B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,682
New
Increased
Reduced
Closed

Top Buys

1 +$659M
2 +$230M
3 +$205M
4
WYNN icon
Wynn Resorts
WYNN
+$197M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$195M

Top Sells

1 +$441M
2 +$215M
3 +$203M
4
WY icon
Weyerhaeuser
WY
+$137M
5
TWTR
Twitter, Inc.
TWTR
+$136M

Sector Composition

1 Healthcare 10.64%
2 Energy 9.26%
3 Technology 8.68%
4 Financials 6.67%
5 Consumer Discretionary 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2551
$90K ﹤0.01%
3,029
-1,635
2552
$90K ﹤0.01%
6,886
2553
$89K ﹤0.01%
8,159
+2,427
2554
$89K ﹤0.01%
1,580
-498
2555
$89K ﹤0.01%
6,301
-148,185
2556
$89K ﹤0.01%
1,767
+1,168
2557
$89K ﹤0.01%
872
+562
2558
$89K ﹤0.01%
+1,246
2559
$89K ﹤0.01%
3,201
+1,826
2560
$88K ﹤0.01%
5,872
+5,261
2561
$88K ﹤0.01%
4,414
+1,142
2562
$88K ﹤0.01%
3,008
-10,870
2563
$88K ﹤0.01%
4,000
-1,862
2564
$88K ﹤0.01%
1,566
+1,515
2565
$88K ﹤0.01%
10,940
+585
2566
$88K ﹤0.01%
8,693
+2,323
2567
$87K ﹤0.01%
3,032
-33,594
2568
$87K ﹤0.01%
2,272
+350
2569
$87K ﹤0.01%
6,696
-7,173
2570
$87K ﹤0.01%
21,700
+6,700
2571
$87K ﹤0.01%
1,663
+1,057
2572
$87K ﹤0.01%
1,161
+846
2573
$87K ﹤0.01%
1,258
-1,569
2574
$87K ﹤0.01%
483
+371
2575
$86K ﹤0.01%
3,765
+630