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
1801
$573K ﹤0.01%
81,860
-25,520
1802
$573K ﹤0.01%
14,695
-1,314
1803
$573K ﹤0.01%
71,589
+65,908
1804
$572K ﹤0.01%
44,036
-54,511
1805
$571K ﹤0.01%
4,334
+80
1806
$571K ﹤0.01%
43,984
-62,961
1807
$570K ﹤0.01%
142,927
+62,370
1808
$566K ﹤0.01%
10,665
-11,237
1809
$564K ﹤0.01%
2,562
+1,217
1810
$563K ﹤0.01%
22,500
+9,000
1811
$561K ﹤0.01%
51,029
+32,003
1812
$560K ﹤0.01%
13,568
-3,168
1813
$558K ﹤0.01%
139,490
+131,858
1814
$558K ﹤0.01%
32,858
-60,013
1815
$557K ﹤0.01%
27,867
+8,204
1816
$557K ﹤0.01%
39,772
+21,832
1817
$556K ﹤0.01%
15,927
-69,915
1818
$553K ﹤0.01%
142,776
+112,640
1819
$551K ﹤0.01%
23,986
+5,921
1820
$551K ﹤0.01%
25,038
+24,458
1821
$549K ﹤0.01%
9,628
+8,770
1822
$548K ﹤0.01%
11,439
+1,526
1823
$548K ﹤0.01%
22,874
-4,054
1824
$547K ﹤0.01%
30,367
+23,727
1825
$545K ﹤0.01%
23,624
-14,844