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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
RDVT icon
2951
Red Violet
RDVT
$850M
$211K ﹤0.01%
6,112
-15,252
WSBF icon
2952
Waterstone Financial
WSBF
$368M
$211K ﹤0.01%
11,713
-19,211
MFA
2953
MFA Financial
MFA
$997M
$211K ﹤0.01%
22,009
-138,398
GCT icon
2954
GigaCloud Technology
GCT
$1.17B
$210K ﹤0.01%
4,625
-33,571
CCNE icon
2955
CNB Financial Corp
CCNE
$1.01B
$210K ﹤0.01%
7,237
-38,362
WTBA icon
2956
West Bancorporation
WTBA
$459M
$209K ﹤0.01%
8,791
-17,550
UIS icon
2957
Unisys
UIS
$262M
$209K ﹤0.01%
100,828
-35,722
OLMA icon
2958
Olema Pharmaceuticals
OLMA
$995M
$209K ﹤0.01%
13,998
-119,127
DVY icon
2959
iShares Select Dividend ETF
DVY
$23.2B
$208K ﹤0.01%
+1,375
TTI icon
2960
TETRA Technologies
TTI
$1.61B
$208K ﹤0.01%
24,414
-175,957
TECX
2961
Tectonic Therapeutic
TECX
$604M
$207K ﹤0.01%
6,706
-15,737
SEVN
2962
Seven Hills Realty Trust
SEVN
$204M
$207K ﹤0.01%
25,171
-24,228
FINV
2963
FinVolution Group
FINV
$1.13B
$206K ﹤0.01%
43,001
+3,585
QDEL icon
2964
QuidelOrtho
QDEL
$940M
$206K ﹤0.01%
12,512
-98,515
ALMU
2965
Aeluma Inc
ALMU
$366M
$204K ﹤0.01%
15,603
-13,145
SMHI icon
2966
SEACOR Marine Holdings
SMHI
$204M
$203K ﹤0.01%
28,421
-29,764
ANGI icon
2967
Angi Inc
ANGI
$241M
$203K ﹤0.01%
29,595
-41,760
BGS icon
2968
B&G Foods
BGS
$336M
$202K ﹤0.01%
42,070
-81,390
XMAR icon
2969
FT Vest US Equity Enhance & Moderate Buffer ETF March
XMAR
$128M
$202K ﹤0.01%
4,997
-10
SCO icon
2970
ProShares UltraShort Bloomberg Crude Oil
SCO
$1.29B
$200K ﹤0.01%
+6,024
TWI icon
2971
Titan International
TWI
$516M
$200K ﹤0.01%
28,872
-66,363
FORR icon
2972
Forrester Research
FORR
$152M
$199K ﹤0.01%
35,241
-15,530
XIMR icon
2973
FT Vest US Equity Buffer & Premium Income ETF March
XIMR
$30.7M
$199K ﹤0.01%
6,452
SHIP icon
2974
Seanergy Maritime Holdings
SHIP
$307M
$199K ﹤0.01%
15,408
+9,369
PDFS icon
2975
PDF Solutions
PDFS
$2.64B
$199K ﹤0.01%
6,078
-44,478