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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
SPOK icon
3076
Spok Holdings
SPOK
$218M
$167K ﹤0.01%
15,320
-29,200
BEP icon
3077
Brookfield Renewable
BEP
$10.7B
$166K ﹤0.01%
5,101
-16,398
DGOC
3078
FT Vest U.S. Equity Buffer & Digital Return ETF - October
DGOC
$4.86M
$166K ﹤0.01%
5,380
AVO icon
3079
Mission Produce
AVO
$1.05B
$166K ﹤0.01%
12,093
-68,765
AGRO icon
3080
Adecoagro
AGRO
$1.34B
$166K ﹤0.01%
11,042
+7,510
ACVA icon
3081
ACV Auctions
ACVA
$1.15B
$166K ﹤0.01%
39,079
-238,367
ESRT icon
3082
Empire State Realty Trust
ESRT
$886M
$166K ﹤0.01%
31,829
-191,915
THRY icon
3083
Thryv Holdings
THRY
$164M
$165K ﹤0.01%
60,314
-46,360
AMPL icon
3084
Amplitude
AMPL
$897M
$165K ﹤0.01%
24,183
-206,680
DMAY icon
3085
FT Vest US Equity Deep Buffer ETF May
DMAY
$364M
$165K ﹤0.01%
3,668
-329
IVVD icon
3086
Invivyd
IVVD
$259M
$165K ﹤0.01%
126,742
-168,378
LXRX icon
3087
Lexicon Pharmaceuticals
LXRX
$1.02B
$165K ﹤0.01%
105,487
-89,256
FJUL icon
3088
FT Vest US Equity Buffer ETF July
FJUL
$1.18B
$164K ﹤0.01%
3,004
-560
XSEP icon
3089
FT Vest US Equity Enhance & Moderate Buffer ETF September
XSEP
$124M
$164K ﹤0.01%
3,917
+798
DJT icon
3090
Trump Media & Technology Group
DJT
$1.96B
$164K ﹤0.01%
17,672
+15,513
XNOV icon
3091
FT Vest US Equity Enhance & Moderate Buffer ETF November
XNOV
$22.6M
$164K ﹤0.01%
4,384
+735
IIIV icon
3092
i3 Verticals
IIIV
$393M
$163K ﹤0.01%
7,306
-29,349
MARM icon
3093
FT Vest US Equity Max Buffer ETF March
MARM
$107M
$163K ﹤0.01%
4,879
-200
TJAN
3094
Innovator Equity Defined Protection ETF - 2 Yr to January 2027
TJAN
$32.3M
$163K ﹤0.01%
6,001
+3,080
MAYM
3095
FT Vest U.S. Equity Max Buffer ETF - May
MAYM
$37.7M
$162K ﹤0.01%
5,012
KDK
3096
Kodiak AI
KDK
$993M
$162K ﹤0.01%
23,291
-6,306
PAL
3097
Proficient Auto Logistics
PAL
$197M
$160K ﹤0.01%
23,671
-27,351
HCKT icon
3098
Hackett Group
HCKT
$264M
$160K ﹤0.01%
12,335
-33,371
RILY icon
3099
BRC Group Holdings
RILY
$286M
$160K ﹤0.01%
21,895
-2,714
SSTI icon
3100
SoundThinking
SSTI
$109M
$160K ﹤0.01%
24,188
-8,177