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Barclays

Barclays Portfolio holdings

AUM $280B
1-Year Est. Return 34.19%
 

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
+34.19%
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
3251
$21K ﹤0.01%
642
-271
3252
$20K ﹤0.01%
1,843
+357
3253
$20K ﹤0.01%
+973
3254
$20K ﹤0.01%
647
-2,257
3255
$20K ﹤0.01%
1,666
+726
3256
$20K ﹤0.01%
440
+316
3257
$20K ﹤0.01%
+1,500
3258
$20K ﹤0.01%
1,114
-1,266
3259
$20K ﹤0.01%
1,103
-5,153
3260
$20K ﹤0.01%
2,220
-5,627
3261
$20K ﹤0.01%
1,630
+1,061
3262
$20K ﹤0.01%
167
-77
3263
$20K ﹤0.01%
3,883
-68,667
3264
$20K ﹤0.01%
2,445
+1,879
3265
$20K ﹤0.01%
1,369
+541
3266
$20K ﹤0.01%
+669
3267
$20K ﹤0.01%
434
-4,980
3268
$20K ﹤0.01%
579
3269
$20K ﹤0.01%
1,969
-81,182
3270
$20K ﹤0.01%
866
+380
3271
$20K ﹤0.01%
+3,304
3272
$19K ﹤0.01%
+1,343
3273
$19K ﹤0.01%
+590
3274
$19K ﹤0.01%
619
+285
3275
$19K ﹤0.01%
429