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
1076
$3.56M 0.01%
31,750
+9,362
1077
$3.54M 0.01%
9,279
+4,655
1078
$3.53M 0.01%
167,995
-145,655
1079
$3.53M 0.01%
29,146
+8,905
1080
$3.52M 0.01%
167,530
+11,592
1081
$3.52M 0.01%
186,210
+26,640
1082
$3.52M 0.01%
62,781
+41,538
1083
$3.51M 0.01%
97,575
+45,757
1084
$3.51M 0.01%
234,099
+219,687
1085
$3.51M 0.01%
26,996
-20,691
1086
$3.51M 0.01%
100,139
+53,011
1087
$3.5M 0.01%
90,308
-32,064
1088
$3.5M 0.01%
43,737
-29,191
1089
$3.5M 0.01%
151,981
-231,674
1090
$3.5M 0.01%
120,370
+4,303
1091
$3.49M 0.01%
1,948,800
-45,312
1092
$3.47M 0.01%
80,644
+45,393
1093
$3.46M 0.01%
172,918
-43,856
1094
$3.46M 0.01%
302,816
+191,503
1095
$3.45M 0.01%
313,405
-221,029
1096
$3.44M 0.01%
95,699
-105,853
1097
$3.44M 0.01%
156,243
+126,611
1098
$3.43M 0.01%
332,440
+19,891
1099
$3.42M 0.01%
126,596
+67,208
1100
$3.42M 0.01%
136,660
-78,076