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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
MYGN icon
2776
Myriad Genetics
MYGN
$555M
$301K ﹤0.01%
66,800
-234,988
PRLB icon
2777
Protolabs
PRLB
$1.92B
$300K ﹤0.01%
5,269
-32,880
GENC icon
2778
Gencor Industries
GENC
$223M
$299K ﹤0.01%
19,948
-13,639
DDD icon
2779
3D Systems Corp
DDD
$497M
$299K ﹤0.01%
158,803
-36,531
CBFV icon
2780
CB Financial Services
CBFV
$192M
$296K ﹤0.01%
8,670
-5,907
SPCE icon
2781
Virgin Galactic
SPCE
$328M
$296K ﹤0.01%
121,920
+52,691
UPWK icon
2782
Upwork
UPWK
$1.03B
$295K ﹤0.01%
26,907
-885,933
AORT icon
2783
Artivion
AORT
$1.15B
$295K ﹤0.01%
8,047
-57,656
AERO
2784
Grupo Aeromexico SAB de CV
AERO
$2.68B
$294K ﹤0.01%
21,000
-284,000
MCW
2785
DELISTED
Mister Car Wash
MCW
$293K ﹤0.01%
42,109
-127,785
PACB icon
2786
Pacific Biosciences
PACB
$512M
$293K ﹤0.01%
222,347
-249,761
NECB icon
2787
Northeast Community Bancorp
NECB
$384M
$291K ﹤0.01%
12,231
-16,370
YORW icon
2788
York Water
YORW
$499M
$291K ﹤0.01%
9,554
-12,990
HLF icon
2789
Herbalife
HLF
$1.3B
$290K ﹤0.01%
19,732
-139,868
SMC
2790
Summit Midstream
SMC
$408M
$290K ﹤0.01%
9,603
-11,352
GLIBA
2791
Liberty Capital Corp Series A GCI Group Common Stock
GLIBA
$914M
$290K ﹤0.01%
7,873
+169
NGVC icon
2792
Vitamin Cottage Natural Grocers
NGVC
$740M
$290K ﹤0.01%
11,214
-24,146
MAMA icon
2793
Mama's Creations
MAMA
$812M
$289K ﹤0.01%
18,845
-50,316
KREF
2794
KKR Real Estate Finance Trust
KREF
$461M
$288K ﹤0.01%
47,115
-40,635
GRC icon
2795
Gorman-Rupp
GRC
$2.36B
$287K ﹤0.01%
4,626
-28,132
CDNL
2796
Cardinal Infrastructure Group
CDNL
$1.41B
$287K ﹤0.01%
7,246
+946
BFST icon
2797
Business First Bancshares
BFST
$1.01B
$287K ﹤0.01%
10,616
-35,594
OLPX icon
2798
Olaplex Holdings
OLPX
$1.38B
$285K ﹤0.01%
140,421
-104,667
LBRDA icon
2799
Liberty Broadband Class A
LBRDA
$4.49B
$285K ﹤0.01%
5,673
+4,862
NAUT icon
2800
Nautilus Biotechnolgy
NAUT
$254M
$285K ﹤0.01%
73,325
+25,071