Barclays

Barclays Portfolio holdings

AUM $249B
1-Year Est. Return 29.74%
 

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
+29.74%
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
1926
$406K ﹤0.01%
12,695
+1,521
1927
$404K ﹤0.01%
12,621
-92
1928
$404K ﹤0.01%
10,908
-2,548
1929
$404K ﹤0.01%
16,232
+15,887
1930
$404K ﹤0.01%
18,379
-14,569
1931
$403K ﹤0.01%
+16,046
1932
$403K ﹤0.01%
26,692
-2,052
1933
$403K ﹤0.01%
11,191
-167
1934
$402K ﹤0.01%
9,146
+7,877
1935
$399K ﹤0.01%
39,920
-19,532
1936
$396K ﹤0.01%
71,371
+15,752
1937
$396K ﹤0.01%
19,751
+18,531
1938
$395K ﹤0.01%
30,415
+26,389
1939
$395K ﹤0.01%
15,800
1940
$394K ﹤0.01%
196,371
+7,297
1941
$393K ﹤0.01%
4,368
-8,615
1942
$393K ﹤0.01%
7,302
-317
1943
$393K ﹤0.01%
5,028
-11,656
1944
$393K ﹤0.01%
9,807
-8,023
1945
$391K ﹤0.01%
19,474
+4,351
1946
$391K ﹤0.01%
10,340
1947
$391K ﹤0.01%
11,821
-3,548
1948
$384K ﹤0.01%
47,902
-25,081
1949
$383K ﹤0.01%
11,264
+3,722
1950
$383K ﹤0.01%
31,826
+18,771