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
2226
$185K ﹤0.01%
18,540
-284,677
2227
$185K ﹤0.01%
5,459
-162
2228
$184K ﹤0.01%
36,828
+3,077
2229
$181K ﹤0.01%
5,318
-677
2230
$180K ﹤0.01%
9,466
+2,756
2231
$180K ﹤0.01%
15,000
+14,903
2232
$180K ﹤0.01%
1,342
-25,099
2233
$180K ﹤0.01%
1,895
-12,185
2234
$179K ﹤0.01%
6,628
-19,619
2235
$178K ﹤0.01%
1,768
-18,668
2236
$178K ﹤0.01%
7,596
-117,705
2237
$178K ﹤0.01%
8,488
-2,980
2238
$177K ﹤0.01%
7,074
+5,732
2239
$176K ﹤0.01%
6,521
-5,919
2240
$176K ﹤0.01%
7,032
-5,757
2241
$176K ﹤0.01%
58,376
+27,429
2242
$175K ﹤0.01%
7,297
+5,554
2243
$175K ﹤0.01%
6,106
+536
2244
$175K ﹤0.01%
17,567
+17,135
2245
$175K ﹤0.01%
5,508
-3,819
2246
$174K ﹤0.01%
6,881
2247
$173K ﹤0.01%
1,437
2248
$173K ﹤0.01%
17,301
+11,471
2249
$172K ﹤0.01%
2,160
-16,038
2250
$172K ﹤0.01%
4,916
-6,711