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
1876
$468K ﹤0.01%
6,331
+202
1877
$468K ﹤0.01%
46,408
-64,022
1878
$467K ﹤0.01%
22,261
+21,926
1879
$467K ﹤0.01%
19,443
-41,946
1880
$465K ﹤0.01%
13,258
-5,696
1881
$464K ﹤0.01%
11,990
+2,712
1882
$462K ﹤0.01%
23,061
-432
1883
$453K ﹤0.01%
+13,628
1884
$451K ﹤0.01%
8,867
+7,060
1885
$449K ﹤0.01%
22,478
+15,752
1886
$448K ﹤0.01%
13,187
+12,233
1887
$448K ﹤0.01%
34,422
+20,554
1888
$440K ﹤0.01%
4,086
-27,607
1889
$440K ﹤0.01%
10,777
+5,874
1890
$440K ﹤0.01%
3,983
+1,655
1891
$439K ﹤0.01%
52,451
-103,890
1892
$438K ﹤0.01%
9,318
-14,416
1893
$438K ﹤0.01%
7,180
-13,753
1894
$437K ﹤0.01%
7,928
+300
1895
$436K ﹤0.01%
62,191
-13,683
1896
$436K ﹤0.01%
4,737
+2,941
1897
$435K ﹤0.01%
18,972
+18,866
1898
$434K ﹤0.01%
8,181
+7,138
1899
$434K ﹤0.01%
12,401
-13,830
1900
$431K ﹤0.01%
2,874
+883