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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
PLGO
2876
Pelagos Insurance Capital
PLGO
$2.12B
$245K ﹤0.01%
12,829
-132,060
TYGO icon
2877
Tigo Energy
TYGO
$169M
$244K ﹤0.01%
+65,000
CSR
2878
Centerspace
CSR
$958M
$244K ﹤0.01%
4,242
-22,726
ESI icon
2879
Element Solutions
ESI
$11.1B
$243K ﹤0.01%
7,115
-112,669
ALTO icon
2880
Alto Ingredients
ALTO
$402M
$242K ﹤0.01%
50,094
+16,489
PERI icon
2881
Perion Network
PERI
$362M
$242K ﹤0.01%
24,268
-11,765
INV
2882
Innventure Inc
INV
$410M
$242K ﹤0.01%
61,963
+2,499
MGK icon
2883
Vanguard Mega Cap Growth ETF
MGK
$32.1B
$241K ﹤0.01%
3,275
ATHM icon
2884
Autohome
ATHM
$2.14B
$240K ﹤0.01%
13,817
-118,139
CVEO icon
2885
Civeo
CVEO
$370M
$238K ﹤0.01%
+9,000
VWO icon
2886
Vanguard FTSE Emerging Markets ETF
VWO
$119B
$238K ﹤0.01%
4,400
-24,112
IWF icon
2887
iShares Russell 1000 Growth ETF
IWF
$123B
$237K ﹤0.01%
2,224
NEXT icon
2888
NextDecade
NEXT
$1.98B
$237K ﹤0.01%
30,947
-314,863
FDMT icon
2889
4D Molecular Therapeutics
FDMT
$606M
$237K ﹤0.01%
25,437
-145,202
DEA
2890
Easterly Government Properties
DEA
$1.16B
$237K ﹤0.01%
11,044
-56,964
HG icon
2891
Hamilton Insurance Group
HG
$3.33B
$236K ﹤0.01%
7,921
-62,017
KELYA icon
2892
Kelly Services Class A
KELYA
$441M
$236K ﹤0.01%
26,678
-41,772
GOOD
2893
Gladstone Commercial Corp
GOOD
$605M
$236K ﹤0.01%
20,652
-61,577
AHCO icon
2894
AdaptHealth
AHCO
$1.4B
$236K ﹤0.01%
19,819
-140,128
PNTG icon
2895
Pennant Group
PNTG
$1.25B
$235K ﹤0.01%
7,698
-45,134
GSHD icon
2896
Goosehead Insurance
GSHD
$1.11B
$234K ﹤0.01%
5,491
-31,481
HLN icon
2897
Haleon
HLN
$40.7B
$234K ﹤0.01%
23,363
-557,294
LODE icon
2898
Comstock
LODE
$329M
$233K ﹤0.01%
76,510
+76,111
MCBS icon
2899
MetroCity Bankshares
MCBS
$1.03B
$233K ﹤0.01%
8,114
-30,596
ENTA icon
2900
Enanta Pharmaceuticals
ENTA
$407M
$232K ﹤0.01%
18,394
-36,595