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
3151
$26K ﹤0.01%
4,432
-5,845
3152
$26K ﹤0.01%
2,332
+1,043
3153
$26K ﹤0.01%
1,727
+1,234
3154
$26K ﹤0.01%
3,674
-28,976
3155
$26K ﹤0.01%
185
-49
3156
$25K ﹤0.01%
2,545
-42,375
3157
$25K ﹤0.01%
1,945
3158
$25K ﹤0.01%
1,977
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3159
$25K ﹤0.01%
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3160
$25K ﹤0.01%
6,356
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3161
$25K ﹤0.01%
4,191
-1,328
3162
$25K ﹤0.01%
832
+462
3163
$25K ﹤0.01%
1,803
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3164
$25K ﹤0.01%
2,080
-11,629
3165
$25K ﹤0.01%
1,550
-5,328
3166
$25K ﹤0.01%
425
-1,630
3167
$25K ﹤0.01%
430
3168
$25K ﹤0.01%
780
-1,713
3169
$25K ﹤0.01%
425
-4,847
3170
$25K ﹤0.01%
834
-6,232
3171
$24K ﹤0.01%
509
+323
3172
$24K ﹤0.01%
3,402
+158
3173
$24K ﹤0.01%
1,187
-5,505
3174
$24K ﹤0.01%
2,199
+1,072
3175
$24K ﹤0.01%
1,631
-10,044