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
2326
$147K ﹤0.01%
1,730
-8,166
2327
$147K ﹤0.01%
2,219
-32,940
2328
$147K ﹤0.01%
2,664
-10,503
2329
$147K ﹤0.01%
2,170
+903
2330
$147K ﹤0.01%
3,743
+439
2331
$147K ﹤0.01%
16,745
2332
$146K ﹤0.01%
9,117
+6,351
2333
$146K ﹤0.01%
2,971
-3,236
2334
$146K ﹤0.01%
3,644
+2,188
2335
$145K ﹤0.01%
5,024
-7,060
2336
$145K ﹤0.01%
1,528
+102
2337
$145K ﹤0.01%
13,246
+6,277
2338
$145K ﹤0.01%
320
-161
2339
$145K ﹤0.01%
3,637
+897
2340
$144K ﹤0.01%
6,075
+4,980
2341
$144K ﹤0.01%
5,968
-4,700
2342
$144K ﹤0.01%
+6,000
2343
$144K ﹤0.01%
16,062
+15,085
2344
$144K ﹤0.01%
6,273
+4,069
2345
$144K ﹤0.01%
36,002
+32,615
2346
$144K ﹤0.01%
143,588
-24,903
2347
$143K ﹤0.01%
10,360
+9,625
2348
$143K ﹤0.01%
3,812
+660
2349
$143K ﹤0.01%
11,053
-7,751
2350
$143K ﹤0.01%
8,405
-20,408