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
2801
$55K ﹤0.01%
739
-471
2802
$55K ﹤0.01%
9,155
+8,726
2803
$55K ﹤0.01%
4,851
-6,063
2804
$55K ﹤0.01%
3,995
-1,238
2805
$55K ﹤0.01%
3,706
+500
2806
$55K ﹤0.01%
627
-133
2807
$55K ﹤0.01%
135
-453
2808
$55K ﹤0.01%
2,897
+1,786
2809
$55K ﹤0.01%
421
+418
2810
$55K ﹤0.01%
1,828
+1,708
2811
$55K ﹤0.01%
4,621
-5,835
2812
$54K ﹤0.01%
5,370
+1,987
2813
$54K ﹤0.01%
+3,874
2814
$54K ﹤0.01%
1,608
-2,953
2815
$54K ﹤0.01%
1,264
-1,949
2816
$54K ﹤0.01%
4,256
-8,610
2817
$54K ﹤0.01%
+1,290
2818
$54K ﹤0.01%
2,108
-6,492
2819
$54K ﹤0.01%
980
+334
2820
$54K ﹤0.01%
3,888
-125
2821
$54K ﹤0.01%
13,500
+12,800
2822
$54K ﹤0.01%
1,670
+1,340
2823
$54K ﹤0.01%
4,463
+4,233
2824
$54K ﹤0.01%
2,463
-51,526
2825
$53K ﹤0.01%
1,563
+957