Barclays

Barclays Portfolio holdings

AUM $249B
1-Year Est. Return 25.39%
 

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
+25.39%
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
3026
$34K ﹤0.01%
1,314
-792
3027
$34K ﹤0.01%
47
-40
3028
$34K ﹤0.01%
3,590
3029
$34K ﹤0.01%
1,211
+767
3030
$34K ﹤0.01%
335
-206
3031
$34K ﹤0.01%
516
-39
3032
$34K ﹤0.01%
745
+366
3033
$34K ﹤0.01%
725
-271
3034
$34K ﹤0.01%
1,298
-2,120
3035
$34K ﹤0.01%
1,050
-585
3036
$34K ﹤0.01%
5,713
-5,364
3037
$34K ﹤0.01%
1,638
+651
3038
$33K ﹤0.01%
1,812
+556
3039
$33K ﹤0.01%
492
+325
3040
$33K ﹤0.01%
444
-63,607
3041
$33K ﹤0.01%
501
-2,117
3042
$33K ﹤0.01%
1,436
-17,615
3043
$33K ﹤0.01%
2,967
-678
3044
$33K ﹤0.01%
350
3045
$33K ﹤0.01%
8,208
-29,715
3046
$33K ﹤0.01%
2,837
+791
3047
$33K ﹤0.01%
526
-3,576
3048
$33K ﹤0.01%
1,417
-473
3049
$33K ﹤0.01%
2,500
3050
$32K ﹤0.01%
2,371
+704