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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
3551
$10K ﹤0.01%
208
+109
3552
$10K ﹤0.01%
384
+197
3553
$10K ﹤0.01%
891
+464
3554
$10K ﹤0.01%
2,015
-687
3555
$10K ﹤0.01%
953
+455
3556
$10K ﹤0.01%
1,500
-80,900
3557
$10K ﹤0.01%
210
-23,027
3558
$10K ﹤0.01%
500
+218
3559
$10K ﹤0.01%
927
+323
3560
$10K ﹤0.01%
+108
3561
$10K ﹤0.01%
1,630
+750
3562
$10K ﹤0.01%
203
-4,516
3563
$10K ﹤0.01%
+408
3564
$10K ﹤0.01%
688
-1,696
3565
$10K ﹤0.01%
540
3566
$10K ﹤0.01%
+340
3567
$10K ﹤0.01%
+111
3568
$10K ﹤0.01%
460
+200
3569
$10K ﹤0.01%
141
+54
3570
$10K ﹤0.01%
+471
3571
$10K ﹤0.01%
658
-7,237
3572
$10K ﹤0.01%
401
-1,223
3573
$10K ﹤0.01%
481
+159
3574
$10K ﹤0.01%
355
+168
3575
$10K ﹤0.01%
9,816
+2,750