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
2876
$48K ﹤0.01%
3,182
+1,170
2877
$48K ﹤0.01%
3,948
-2,746
2878
$48K ﹤0.01%
1,808
-1,692
2879
$48K ﹤0.01%
6,883
+1,992
2880
$48K ﹤0.01%
1,592
-217
2881
$48K ﹤0.01%
4,774
-1,639
2882
$48K ﹤0.01%
1,793
-895
2883
$47K ﹤0.01%
1,268
+544
2884
$47K ﹤0.01%
1,427
+707
2885
$47K ﹤0.01%
4,666
+4,623
2886
$47K ﹤0.01%
537
-66
2887
$47K ﹤0.01%
1,567
+1,455
2888
$47K ﹤0.01%
3,364
-2,458
2889
$47K ﹤0.01%
1,078
+468
2890
$47K ﹤0.01%
+3,580
2891
$46K ﹤0.01%
3,850
-1,650
2892
$46K ﹤0.01%
3,243
+2,192
2893
$46K ﹤0.01%
1,900
+60
2894
$46K ﹤0.01%
1,000
2895
$46K ﹤0.01%
1,000
2896
$46K ﹤0.01%
2,275
2897
$46K ﹤0.01%
1,179
-956
2898
$46K ﹤0.01%
+2,542
2899
$46K ﹤0.01%
3,265
+100
2900
$46K ﹤0.01%
4,138
+2,148