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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
III icon
2826
Information Services Group
III
$201M
$271K ﹤0.01%
70,566
-53,169
SEZL
2827
Sezzle
SEZL
$5.74B
$271K ﹤0.01%
4,279
-21,074
TATT icon
2828
TAT Technologies
TATT
$607M
$270K ﹤0.01%
6,647
+6,472
ODV
2829
Osisko Development Corp
ODV
$731M
$268K ﹤0.01%
82,596
-237,888
TENX icon
2830
Tenax Therapeutics
TENX
$356M
$267K ﹤0.01%
+16,698
NWPX icon
2831
NWPX Infrastructure Inc
NWPX
$1.43B
$267K ﹤0.01%
3,428
-12,716
HGTY icon
2832
Hagerty
HGTY
$1.2B
$267K ﹤0.01%
25,333
INGN icon
2833
Inogen
INGN
$188M
$266K ﹤0.01%
43,087
-38,893
SVXY icon
2834
ProShares Short VIX Short-Term Futures ETF
SVXY
$245M
$266K ﹤0.01%
5,810
OSG
2835
Octave Specialty Group
OSG
$300M
$265K ﹤0.01%
56,969
-623,472
SLVM icon
2836
Sylvamo
SLVM
$1.56B
$265K ﹤0.01%
6,268
-47,365
FC icon
2837
Franklin Covey
FC
$280M
$264K ﹤0.01%
16,729
-13,445
EIG icon
2838
Employers Holdings
EIG
$926M
$264K ﹤0.01%
6,405
-28,445
LFVN icon
2839
LifeVantage
LFVN
$83.5M
$263K ﹤0.01%
60,914
+12,663
CABA icon
2840
Cabaletta Bio
CABA
$496M
$263K ﹤0.01%
97,792
-122,904
MYFW icon
2841
First Western Financial
MYFW
$310M
$263K ﹤0.01%
10,692
-11,096
PROK icon
2842
ProKidney
PROK
$376M
$262K ﹤0.01%
146,284
-23,717
QUBT icon
2843
Quantum Computing Inc
QUBT
$2.07B
$261K ﹤0.01%
38,105
-1,062,869
QFIN icon
2844
Qfin Holdings
QFIN
$1.92B
$261K ﹤0.01%
20,208
-425,274
VNQ icon
2845
Vanguard Real Estate ETF
VNQ
$38.2B
$261K ﹤0.01%
2,940
+1,797
NKTX icon
2846
Nkarta
NKTX
$202M
$261K ﹤0.01%
123,493
-60,430
FWRD icon
2847
Forward Air
FWRD
$470M
$259K ﹤0.01%
15,518
-24,429
EPSN icon
2848
Epsilon Energy
EPSN
$164M
$258K ﹤0.01%
41,952
-26,289
WWW icon
2849
Wolverine World Wide
WWW
$1.41B
$258K ﹤0.01%
15,823
-109,908
NPK icon
2850
National Presto Industries
NPK
$896M
$258K ﹤0.01%
1,880
-6,888