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Barclays

Barclays Portfolio holdings

AUM $280B
1-Year Est. Return 34.19%
 

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
+34.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$280B
AUM Growth
+$30.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,586
New
Increased
Reduced
Closed

Top Buys

1 +$42.5B
2 +$2.39B
3 +$1.17B
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.08B
5
JPM icon
JPMorgan Chase
JPM
+$808M

Top Sells

1 +$1.26B
2 +$843M
3 +$674M
4
GPN icon
Global Payments
GPN
+$623M
5
PLTR icon
Palantir
PLTR
+$577M

Sector Composition

1 Technology 26.94%
2 Financials 10.56%
3 Communication Services 8.22%
4 Consumer Discretionary 7.94%
5 Healthcare 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
BKE icon
2476
Buckle
BKE
$2.23B
$549K ﹤0.01%
10,901
-45,791
BSVN icon
2477
Bank7 Corp
BSVN
$472M
$548K ﹤0.01%
13,747
-4,728
ISTR icon
2478
Investar Holding Corp
ISTR
$412M
$548K ﹤0.01%
20,087
-14,815
TFSL icon
2479
TFS Financial
TFSL
$4.9B
$547K ﹤0.01%
38,965
+12,277
SEPN
2480
Septerna Inc
SEPN
$1.68B
$546K ﹤0.01%
22,714
-15,433
BCBP icon
2481
BCB Bancorp
BCBP
$182M
$546K ﹤0.01%
60,758
-20,582
LEMB icon
2482
iShares JPMorgan EM Local Currency Bond ETF
LEMB
$720M
$545K ﹤0.01%
+13,350
PEB icon
2483
Pebblebrook Hotel Trust
PEB
$2.16B
$543K ﹤0.01%
43,009
-178,167
OPFI icon
2484
OppFi
OPFI
$792M
$542K ﹤0.01%
70,319
-6,404
GOLD
2485
Gold.com Inc
GOLD
$1.22B
$540K ﹤0.01%
13,473
-21,554
TWST icon
2486
Twist Bioscience
TWST
$6.22B
$540K ﹤0.01%
11,359
-182,712
SGRY icon
2487
Surgery Partners
SGRY
$2.07B
$538K ﹤0.01%
45,125
-201,841
LASR icon
2488
nLIGHT
LASR
$3.46B
$534K ﹤0.01%
9,363
-64,396
LTC
2489
LTC Properties
LTC
$1.97B
$533K ﹤0.01%
14,333
-58,525
IDYA icon
2490
IDEAYA Biosciences
IDYA
$3.54B
$532K ﹤0.01%
15,980
-219,892
PRCH icon
2491
Porch Group
PRCH
$1.52B
$530K ﹤0.01%
73,962
-103,841
DRVN icon
2492
Driven Brands
DRVN
$2.32B
$530K ﹤0.01%
42,025
-77,463
STUB
2493
StubHub Holdings
STUB
$4.66B
$527K ﹤0.01%
+84,488
FUBO icon
2494
FuboTV Inc
FUBO
$292M
$527K ﹤0.01%
55,674
+7,438
IPAR icon
2495
Interparfums
IPAR
$3.46B
$525K ﹤0.01%
5,779
-22,829
LYTS icon
2496
LSI Industries
LYTS
$975M
$523K ﹤0.01%
28,123
-36,084
IMNM icon
2497
Immunome
IMNM
$2.26B
$522K ﹤0.01%
23,854
-222,211
PI icon
2498
Impinj
PI
$4.04B
$521K ﹤0.01%
5,070
-38,432
BWIN
2499
Baldwin Insurance Group
BWIN
$2.56B
$520K ﹤0.01%
23,688
-87,626
SOUN icon
2500
SoundHound AI
SOUN
$2.77B
$518K ﹤0.01%
75,344
-629,981