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
1226
$2.5M ﹤0.01%
108,880
+55,517
1227
$2.49M ﹤0.01%
103,743
-49,285
1228
$2.49M ﹤0.01%
92,276
-132,192
1229
$2.49M ﹤0.01%
43,705
+6,030
1230
$2.48M ﹤0.01%
54,022
+44,288
1231
$2.48M ﹤0.01%
+78,896
1232
$2.48M ﹤0.01%
10,495
+10,015
1233
$2.48M ﹤0.01%
47,606
-1,190
1234
$2.48M ﹤0.01%
240,913
-72,632
1235
$2.47M ﹤0.01%
39,902
+38,864
1236
$2.47M ﹤0.01%
57,354
+17,467
1237
$2.46M ﹤0.01%
96,684
+71,508
1238
$2.46M ﹤0.01%
74,693
-2,530
1239
$2.46M ﹤0.01%
129,648
-697
1240
$2.46M ﹤0.01%
410,532
+141,490
1241
$2.46M ﹤0.01%
122,969
-20,857
1242
$2.45M ﹤0.01%
143,805
+22,292
1243
$2.44M ﹤0.01%
25,210
-8,764
1244
$2.44M ﹤0.01%
104,082
+50,772
1245
$2.43M ﹤0.01%
243,138
+10,799
1246
$2.43M ﹤0.01%
80,998
-8,946
1247
$2.42M ﹤0.01%
242,329
+101,202
1248
$2.42M ﹤0.01%
56,149
+44,342
1249
$2.41M ﹤0.01%
40,861
+26,238
1250
$2.4M ﹤0.01%
109,324
+1,849