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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
3901
0
3902
$3K ﹤0.01%
330
+110
3903
$3K ﹤0.01%
1,030
+351
3904
$3K ﹤0.01%
633
-37,815
3905
$3K ﹤0.01%
148
-674
3906
$3K ﹤0.01%
417
-8,956
3907
$3K ﹤0.01%
338
+329
3908
$3K ﹤0.01%
104
+11
3909
$3K ﹤0.01%
3,122
+1,068
3910
$3K ﹤0.01%
91
+41
3911
$3K ﹤0.01%
270
-256
3912
$3K ﹤0.01%
+200
3913
$3K ﹤0.01%
103
-244
3914
$3K ﹤0.01%
618
+266
3915
$3K ﹤0.01%
507
-771
3916
$3K ﹤0.01%
154
-93
3917
$3K ﹤0.01%
3,124
3918
$3K ﹤0.01%
343
+305
3919
$3K ﹤0.01%
287
+159
3920
$3K ﹤0.01%
53
-1,314
3921
$3K ﹤0.01%
356
-146
3922
$3K ﹤0.01%
+155
3923
$3K ﹤0.01%
290
-637
3924
$3K ﹤0.01%
+207
3925
$3K ﹤0.01%
248
-3,871