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
3551
$10K ﹤0.01%
953
+455
3552
$10K ﹤0.01%
1,500
-80,900
3553
$10K ﹤0.01%
210
-23,027
3554
$10K ﹤0.01%
500
+218
3555
$10K ﹤0.01%
927
+323
3556
$10K ﹤0.01%
+108
3557
$10K ﹤0.01%
1,630
+750
3558
$10K ﹤0.01%
203
-4,516
3559
$10K ﹤0.01%
+408
3560
$10K ﹤0.01%
688
-1,696
3561
$10K ﹤0.01%
540
3562
$10K ﹤0.01%
+111
3563
$10K ﹤0.01%
460
+200
3564
$10K ﹤0.01%
141
+54
3565
$10K ﹤0.01%
+471
3566
$10K ﹤0.01%
658
-7,237
3567
$10K ﹤0.01%
401
-1,223
3568
$10K ﹤0.01%
421
+178
3569
$10K ﹤0.01%
+3,300
3570
$10K ﹤0.01%
481
+159
3571
$10K ﹤0.01%
355
+168
3572
$10K ﹤0.01%
9,816
+2,750
3573
$10K ﹤0.01%
930
+430
3574
$10K ﹤0.01%
9,461
-99,837
3575
$10K ﹤0.01%
+1,008