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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
SENEA icon
2576
Seneca Foods Class A
SENEA
$1.15B
$449K ﹤0.01%
2,974
-5,064
DEI icon
2577
Douglas Emmett
DEI
$2B
$445K ﹤0.01%
47,265
-214,473
AUPH icon
2578
Aurinia Pharmaceuticals
AUPH
$2.22B
$445K ﹤0.01%
30,000
-156,140
JCAP
2579
Jefferson Capital
JCAP
$1.06B
$444K ﹤0.01%
23,074
+4,450
CLDX icon
2580
Celldex Therapeutics
CLDX
$2.77B
$443K ﹤0.01%
13,975
-226,619
HMN icon
2581
Horace Mann Educators
HMN
$2.08B
$443K ﹤0.01%
10,380
-54,135
EFSI
2582
Eagle Financial Services Inc
EFSI
$223M
$442K ﹤0.01%
12,647
-6,050
BVFL icon
2583
BV Financial
BVFL
$189M
$442K ﹤0.01%
23,078
-6,125
JAPN
2584
Horizon Kinetics Japan Owner Operator ETF
JAPN
$23.1M
$442K ﹤0.01%
19,500
RXO icon
2585
RXO
RXO
$4.47B
$441K ﹤0.01%
30,181
-227,943
TBLA icon
2586
Taboola.com
TBLA
$1.3B
$441K ﹤0.01%
142,285
+99,672
SRTA
2587
Strata Critical Medical Inc
SRTA
$459M
$441K ﹤0.01%
105,472
-93,300
TMP icon
2588
Tompkins Financial
TMP
$1.35B
$440K ﹤0.01%
5,578
-18,164
IDR icon
2589
Idaho Strategic Resources
IDR
$540M
$439K ﹤0.01%
13,680
-18,633
CWEN icon
2590
Clearway Energy Class C
CWEN
$5.74B
$437K ﹤0.01%
11,130
+9,237
KN icon
2591
Knowles
KN
$3.43B
$437K ﹤0.01%
17,014
-116,281
THRM icon
2592
Gentherm
THRM
$1.09B
$436K ﹤0.01%
15,687
-37,071
UHAL icon
2593
U-Haul Holding Co
UHAL
$12.7B
$435K ﹤0.01%
9,097
-28,675
CXW icon
2594
CoreCivic
CXW
$3.04B
$432K ﹤0.01%
22,863
-141,924
UTZ icon
2595
Utz Brands
UTZ
$683M
$431K ﹤0.01%
54,437
-93,054
KOD icon
2596
Kodiak Sciences
KOD
$2.25B
$431K ﹤0.01%
11,305
-113,029
QQQM icon
2597
Invesco NASDAQ 100 ETF
QQQM
$97.3B
$430K ﹤0.01%
1,811
+709
LXFR icon
2598
Luxfer Holdings
LXFR
$502M
$429K ﹤0.01%
35,253
-35,694
VIXY icon
2599
ProShares VIX Short-Term Futures ETF
VIXY
$216M
$429K ﹤0.01%
12,500
GAMB icon
2600
Gambling.com
GAMB
$75.1M
$428K ﹤0.01%
110,391
-9,005