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
3401
$15K ﹤0.01%
2,482
-1,200
3402
$15K ﹤0.01%
2,414
+290
3403
$15K ﹤0.01%
1,846
-3,985
3404
$15K ﹤0.01%
5,077
-1,792
3405
$15K ﹤0.01%
2,457
-1,589
3406
$15K ﹤0.01%
1,398
+520
3407
$15K ﹤0.01%
2,003
-63
3408
$15K ﹤0.01%
566
+262
3409
$14K ﹤0.01%
591
-1,865
3410
$14K ﹤0.01%
+2,400
3411
$14K ﹤0.01%
37
+17
3412
$14K ﹤0.01%
2,363
+229
3413
$14K ﹤0.01%
244
+125
3414
$14K ﹤0.01%
736
-736
3415
$14K ﹤0.01%
+836
3416
$14K ﹤0.01%
301
-141
3417
0
3418
$14K ﹤0.01%
1,957
-55,158
3419
$14K ﹤0.01%
657
-127
3420
$14K ﹤0.01%
1,472
+1,067
3421
$14K ﹤0.01%
1,315
+571
3422
$14K ﹤0.01%
4,591
+4,574
3423
$14K ﹤0.01%
1,258
-910
3424
$14K ﹤0.01%
616
-10,376
3425
$14K ﹤0.01%
239
-213