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
1476
$1.29M ﹤0.01%
+366
1477
$1.29M ﹤0.01%
75,455
-58,426
1478
$1.28M ﹤0.01%
44,148
-4,353
1479
$1.28M ﹤0.01%
22,854
+22,847
1480
$1.28M ﹤0.01%
27,207
-7,636
1481
$1.27M ﹤0.01%
7,855
-13,496
1482
$1.26M ﹤0.01%
54,854
+32,802
1483
$1.26M ﹤0.01%
35,041
+298
1484
$1.26M ﹤0.01%
28,017
-78,423
1485
$1.25M ﹤0.01%
73,666
-2,000
1486
$1.25M ﹤0.01%
208,034
+157,095
1487
$1.24M ﹤0.01%
177,003
-578
1488
$1.24M ﹤0.01%
37,403
+17,530
1489
$1.23M ﹤0.01%
41,041
+13,963
1490
$1.23M ﹤0.01%
10,977
-6,979
1491
$1.23M ﹤0.01%
76,652
+33,270
1492
$1.22M ﹤0.01%
407,144
+47,665
1493
$1.22M ﹤0.01%
21,018
-13,112
1494
$1.22M ﹤0.01%
135,178
-192,239
1495
$1.21M ﹤0.01%
151,707
+62,931
1496
$1.21M ﹤0.01%
9,633
-4,321
1497
$1.21M ﹤0.01%
11,306
+6,925
1498
0
1499
$1.21M ﹤0.01%
67,126
-100,422
1500
$1.21M ﹤0.01%
75,385
+1,850